CHARTWELL INVESTMENT PARTNERS/PA
All 13F Filings
- Location
- Berwyn, PA
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 4,922,311
- Description
- Berwyn Pennsylvania based independent investment platform with a manager led governance framework and a disciplined and process driven investment mandate. The approach emphasizes active stewardship and governance oversight, valuation discipline and downside awareness, and fundamental research depth for risk aware portfolio mandates. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through execution path consistency and risk accountability.
- 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 |
|---|---|---|---|---|---|
| Q1 2014 | 5/20/2014 | 341 | 4,922,311 | 13F-HR | CHARTWELL INVESTMENT PARTNERS/PA |
| Q4 2013 | 2/10/2014 | 346 | 4,875,991 | 13F-HR | CHARTWELL INVESTMENT PARTNERS/PA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.89 M | 99.4% | 42.45 K | 0 | 42.45 K |
| ETFs | 31.87 K | 0.6% | 3.873 K | 0 | 3.873 K |
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Fund Snapshot
Q1 2014
Latest filed
5/20/2014
Total value ($000)
4,922,311
Holdings
341
QoQ value change ($000)
46,320
(0.9%)
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.