HOKANSON ASSOCIATES, INC.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 251,260
- Description
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- Website
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- Founded
- —
- 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 | 7/23/2014 | 113 | 251,260 | 13F-HR | HOKANSON ASSOCIATES, INC. |
| Q1 2014 | 4/24/2014 | 109 | 237,770 | 13F-HR | HOKANSON ASSOCIATES, INC. |
| Q4 2013 | 2/3/2014 | 106 | 254,387 | 13F-HR | HOKANSON ASSOCIATES, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 187.2 K | 74.5% | 8.58 K | 0 | 8.58 K |
| ETFs | 64.06 K | 25.5% | 4.91 K | 0 | 4.91 K |
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Fund Snapshot
Q2 2014
Latest filed
7/23/2014
Total value ($000)
251,260
Holdings
113
QoQ value change ($000)
13,490
(5.7%)
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.