INTEGRATED WEALTH COUNSEL, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 126,750
- 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 |
|---|---|---|---|---|---|
| Q1 2014 | 5/19/2014 | 165 | 126,750 | 13F-HR | DOOLITTLE & GANOS INVESTMENT COUNSEL, LLC |
| Q4 2013 | 2/11/2014 | 192 | 136,240 | 13F-HR | DOOLITTLE & GANOS INVESTMENT COUNSEL, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 62.53 K | 49.3% | 11.16 K | 0 | 11.16 K |
| ETFs | 64.22 K | 50.7% | 0 | 20.65 K | -20.65 K |
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Fund Snapshot
Q1 2014
Latest filed
5/19/2014
Total value ($000)
126,750
Holdings
165
QoQ value change ($000)
-9,490
(-7.0%)
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.