Windsor Financial Group, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 204,696
- 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 | 7/8/2014 | 75 | 204,696 | 13F-HR | WINDSOR FINANCIAL GROUP LLC |
| Q1 2014 | 4/24/2014 | 74 | 197,361 | 13F-HR | WINDSOR FINANCIAL GROUP LLC |
| Q4 2013 | 1/29/2014 | 73 | 180,503 | 13F-HR | WINDSOR FINANCIAL GROUP LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 192.3 K | 93.9% | 5.968 K | 0 | 5.968 K |
| ETFs | 12.41 K | 6.1% | 1.367 K | 0 | 1.367 K |
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Fund Snapshot
Q2 2014
Latest filed
7/8/2014
Total value ($000)
204,696
Holdings
75
QoQ value change ($000)
7,335
(3.7%)
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.