WILLIAMS JONES & ASSOCIATES LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 4,960,848
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2014 | 5/14/2014 | 368 | 4,960,848 | 13F-HR | WILLIAMS JONES & ASSOCIATES LLC |
| Q4 2013 | 2/14/2014 | 353 | 2,085,985 | 13F-HR | WILLIAMS JONES & ASSOCIATES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.787 M | 96.5% | 2.778 M | 0 | 2.778 M |
| ETFs | 173.5 K | 3.5% | 96.83 K | 0 | 96.83 K |
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Fund Snapshot
Q1 2014
Latest filed
5/14/2014
Total value ($000)
4,960,848
Holdings
368
QoQ value change ($000)
2,874,863
(137.8%)
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.