GIRARD PARTNERS LTD.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 144,813
- 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 | 8/8/2014 | 137 | 144,813 | 13F-HR | GIRARD PARTNERS LTD. |
| Q1 2014 | 5/13/2014 | 140 | 140,946 | 13F-HR | GIRARD PARTNERS LTD. |
| Q4 2013 | 2/11/2014 | 130 | 125,898 | 13F-HR | GIRARD PARTNERS LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 141.1 K | 97.4% | 4.788 K | 0 | 4.788 K |
| ETFs | 3.708 K | 2.6% | 0 | 921 | -921 |
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Fund Snapshot
Q2 2014
Latest filed
8/8/2014
Total value ($000)
144,813
Holdings
137
QoQ value change ($000)
3,867
(2.7%)
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.