Discretionary Management Services, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 28,510
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 | 5/14/2014 | 9 | 28,510 | 13F-HR | Discretionary Management Services, LLC |
| Q4 2013 | 2/14/2014 | 16 | 71,947 | 13F-HR | Discretionary Management Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.929 K | 6.8% | 333 | 0 | 333 |
| ETFs | 26.58 K | 93.2% | 0 | 43.77 K | -43.77 K |
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Fund Snapshot
Q1 2014
Latest filed
5/14/2014
Total value ($000)
28,510
Holdings
9
QoQ value change ($000)
-43,437
(-60.4%)
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.