STEWARD CAPITAL MANAGEMENT/
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 47,256
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/17/2014 | 33 | 47,256 | 13F-HR | STEWARD CAPITAL MANAGEMENT/ |
| Q1 2014 | 4/25/2014 | 34 | 57,860 | 13F-HR | STEWARD CAPITAL MANAGEMENT/ |
| Q4 2013 | 1/28/2014 | 35 | 65,053 | 13F-HR | STEWARD CAPITAL MANAGEMENT/ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.57 K | 52.0% | 0 | 1.365 K | -1.365 K |
| ETFs | 22.68 K | 48.0% | 0 | 9.239 K | -9.239 K |
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Fund Snapshot
Q2 2014
Latest filed
7/17/2014
Total value ($000)
47,256
Holdings
33
QoQ value change ($000)
-10,604
(-18.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.