FIELDPOINT PRIVATE ADVISORS, INC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 165,371
- Description
- —
- Website
- —
- 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 | 7/30/2014 | 68 | 165,371 | 13F-HR | FIELDPOINT PRIVATE ADVISORS, INC |
| Q1 2014 | 5/12/2014 | 67 | 168,570 | 13F-HR | FIELDPOINT PRIVATE ADVISORS, INC |
| Q4 2013 | 2/7/2014 | 68 | 174,336 | 13F-HR | FIELDPOINT PRIVATE ADVISORS, INC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 157.3 K | 95.1% | 0 | 1.857 K | -1.857 K |
| ETFs | 8.103 K | 4.9% | 0 | 1.342 K | -1.342 K |
Swipe for more columns
Fund Snapshot
Q2 2014
Latest filed
7/30/2014
Total value ($000)
165,371
Holdings
68
QoQ value change ($000)
-3,199
(-1.9%)
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.