MARSHWINDS ADVISORY CO
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 207,889
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 | 7/15/2014 | 151 | 207,889 | 13F-HR | MARSHWINDS ADVISORY CO |
| Q1 2014 | 4/21/2014 | 146 | 198,243 | 13F-HR | MARSHWINDS ADVISORY CO |
| Q4 2013 | 1/28/2014 | 142 | 189,112 | 13F-HR | MARSHWINDS ADVISORY CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 207.1 K | 99.6% | 9.495 K | 0 | 9.495 K |
| ETFs | 753 | 0.4% | 151 | 0 | 151 |
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Fund Snapshot
Q2 2014
Latest filed
7/15/2014
Total value ($000)
207,889
Holdings
151
QoQ value change ($000)
9,646
(4.9%)
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.