Douglas C. Lane & Associates, Inc.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 3,308,929
- 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 |
|---|---|---|---|---|---|
| Q2 2014 | 7/11/2014 | 224 | 3,308,929 | 13F-HR | Douglas C. Lane & Associates, Inc. |
| Q1 2014 | 4/30/2014 | 219 | 3,115,810 | 13F-HR | Douglas C. Lane & Associates, Inc. |
| Q4 2013 | 2/5/2014 | 195 | 3,013,251 | 13F-HR | Douglas C. Lane & Associates, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.309 M | 100.0% | 242.5 K | 0 | 242.5 K |
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Fund Snapshot
Q2 2014
Latest filed
7/11/2014
Total value ($000)
3,308,929
Holdings
224
QoQ value change ($000)
193,119
(6.2%)
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.