Commonwealth Equity Services, Inc
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 8,216,157
- 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 |
|---|---|---|---|---|---|
| Q2 2014 | 7/23/2014 | 2,061 | 8,216,157 | 13F-HR | Commonwealth Equity Services, Inc |
| Q1 2014 | 5/7/2014 | 1,991 | 7,239,826 | 13F-HR | Commonwealth Equity Services, Inc |
| Q4 2013 | 2/11/2014 | 1,924 | 6,885,095 | 13F-HR | Commonwealth Equity Services, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.672 M | 57.2% | 644 K | 0 | 644 K |
| ETFs | 3.466 M | 42.4% | 321.4 K | 0 | 321.4 K |
| Debt | 29.11 K | 0.4% | 5.266 K | 0 | 5.266 K |
| Other | 3.901 K | 0.0% | 1.219 K | 0 | 1.219 K |
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Fund Snapshot
Q2 2014
Latest filed
7/23/2014
Total value ($000)
8,216,157
Holdings
2061
QoQ value change ($000)
976,331
(13.5%)
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.