IMS Capital Management
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 84,776
- 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 | 5/14/2014 | 149 | 84,776 | 13F-HR | IMS Capital Management |
| Q4 2013 | 2/5/2014 | 149 | 79,511 | 13F-HR | IMS Capital Management |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 81.78 K | 96.7% | 5.406 K | 0 | 5.406 K |
| ETFs | 2.672 K | 3.2% | 0 | 361 | -361 |
| Other | 121 | 0.1% | 14 | 0 | 14 |
Swipe for more columns
Fund Snapshot
Q1 2014
Latest filed
5/14/2014
Total value ($000)
84,776
Holdings
149
QoQ value change ($000)
5,265
(6.6%)
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.