Stevens First Principles Investment Advisors
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 181,931
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 8/7/2014 | 222 | 181,931 | 13F-HR | Stevens First Principles Investment Advisors |
| Q1 2014 | 5/15/2014 | 199 | 154,331 | 13F-HR | Stevens First Principles Investment Advisors |
| Q4 2013 | 2/7/2014 | 211 | 168,684 | 13F-HR | Stevens First Principles Investment Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 181.2 K | 99.6% | 27.42 K | 0 | 27.42 K |
| ETFs | 709 | 0.4% | 178 | 0 | 178 |
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Fund Snapshot
Q2 2014
Latest filed
8/7/2014
Total value ($000)
181,931
Holdings
222
QoQ value change ($000)
27,600
(17.9%)
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.