SWARTHMORE GROUP INC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 949,694
- Description
- —
- Website
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- 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 | 7/18/2014 | 61 | 949,694 | 13F-HR | SWARTHMORE GROUP INC |
| Q1 2014 | 5/12/2014 | 51 | 845,650 | 13F-HR | SWARTHMORE GROUP INC |
| Q4 2013 | 1/15/2014 | 52 | 858,917 | 13F-HR | SWARTHMORE GROUP INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 695.2 K | 73.2% | 120.8 K | 0 | 120.8 K |
| ETFs | 254.5 K | 26.8% | 0 | 16.77 K | -16.77 K |
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Fund Snapshot
Q2 2014
Latest filed
7/18/2014
Total value ($000)
949,694
Holdings
61
QoQ value change ($000)
104,044
(12.3%)
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.