WealthTrust-Arizona, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 93,525
- 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 | 7/22/2014 | 647 | 93,525 | 13F-HR | WealthTrust-Arizona, LLC |
| Q1 2014 | 4/23/2014 | 712 | 88,603 | 13F-HR | WealthTrust-Arizona, LLC |
| Q4 2013 | 1/22/2014 | 674 | 85,929 | 13F-HR | WealthTrust-Arizona, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.88 K | 45.0% | 0 | 1.177 K | -1.177 K |
| ETFs | 51.14 K | 55.0% | 5.601 K | 0 | 5.601 K |
| Debt | 4 | 0.0% | 1 | 0 | 1 |
| Other | 1 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2014
Latest filed
7/22/2014
Total value ($000)
93,525
Holdings
647
QoQ value change ($000)
4,922
(5.6%)
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.