Trust CO of the Ozarks

All 13F Filings

Location
Most recent 13F
Q1 2014
Holdings value ($000)
354,531
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
Q1 2014 5/12/2014 167 354,531 13F-HR Trust CO of the Ozarks
Q4 2013 2/13/2014 159 349,157 13F-HR Trust CO of the Ozarks
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 332.7 K 93.9% 4.825 K 0 4.825 K
ETFs 21.8 K 6.1% 549 0 549
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Fund Snapshot

Q1 2014
Latest filed
5/12/2014
Total value ($000)
354,531
Holdings
167
QoQ value change ($000)
5,374 (1.5%)
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.