BEACON TRUST CO
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 607,938
- 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 | 8/4/2014 | 199 | 607,938 | 13F-HR/A - RESTATEMENT | BEACON TRUST CO |
| Q2 2014 | 7/28/2014 | 135 | 408,569 | 13F-HR | BEACON TRUST CO |
| Q1 2014 | 5/5/2014 | 198 | 584,975 | 13F-HR | BEACON TRUST CO |
| Q4 2013 | 2/24/2014 | 190 | 581,586 | 13F-HR | BEACON TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 458.5 K | 76.7% | 21.01 K | 0 | 21.01 K |
| ETFs | 133.9 K | 22.4% | 1.283 K | 0 | 1.283 K |
| Debt | 5.729 K | 1.0% | 336 | 0 | 336 |
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Fund Snapshot
Q2 2014
Latest filed
8/4/2014
Total value ($000)
607,938
Holdings
199
QoQ value change ($000)
22,963
(3.9%)
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.