Veritable, L.P.

All 13F Filings

Location
Most recent 13F
Q1 2014
Holdings value ($000)
4,612,591
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
Q1 2014 5/15/2014 906 4,612,591 13F-HR Veritable, L.P.
Q4 2013 2/7/2014 983 4,564,862 13F-HR Veritable, L.P.
Q3 2013 2/10/2014 931 4,269,613 13F-HR/A - RESTATEMENT Veritable, L.P.
Q2 2013 2/10/2014 938 4,155,267 13F-HR/A - RESTATEMENT Veritable, L.P.
Q1 2013 2/10/2014 934 3,997,687 13F-HR/A - RESTATEMENT Veritable, L.P.
Q4 2012 2/10/2014 859 3,515,829 13F-HR/A - RESTATEMENT Veritable, L.P.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 35.08 K (0.8% of total reported value) · QoQ Δ: +17.93 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.122 M 46.4% 34.23 K 0 34.23 K
ETFs 2.453 M 53.6% 0 3.651 K -3.651 K
Debt 2.059 K 0.0% 0 47 -47
Other 320 0.0% 0 318 -318
Swipe for more columns

Fund Snapshot

Q1 2014
Latest filed
5/15/2014
Total value ($000)
4,612,591
Holdings
906
QoQ value change ($000)
47,729 (1.0%)
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.