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. |
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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 |
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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.