Trust CO of the Ozarks

All 13F Filings

Location
Most recent 13F
Q1 2014
Holdings value ($000)
354,531
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 5/12/2014 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.