THOMASPARTNERS, INC.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 4,684,985
- Description
- —
- Website
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- 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 | 84 | 4,684,985 | 13F-HR | THOMASPARTNERS, INC. |
| Q1 2014 | 4/29/2014 | 86 | 4,081,795 | 13F-HR | THOMASPARTNERS, INC. |
| Q4 2013 | 2/13/2014 | 134 | 3,638,317 | 13F-HR | THOMASPARTNERS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.536 M | 96.8% | 575.6 K | 0 | 575.6 K |
| ETFs | 146.3 K | 3.1% | 27.43 K | 0 | 27.43 K |
| Debt | 3.22 K | 0.1% | 196 | 0 | 196 |
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Fund Snapshot
Q2 2014
Latest filed
7/30/2014
Total value ($000)
4,684,985
Holdings
84
QoQ value change ($000)
603,190
(14.8%)
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.