Banyan Partners, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 1,183,155
- Description
- —
- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2014 | 8/8/2014 | 387 | 1,183,155 | 13F-HR | Banyan Partners, LLC |
| Q1 2014 | 5/13/2014 | 389 | 1,159,707 | 13F-HR | Banyan Partners, LLC |
| Q4 2013 | 2/12/2014 | 405 | 1,425,324 | 13F-HR | Banyan Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
26.87 K
(2.3% of total reported value)
· QoQ Δ:
-22.41 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.153 M | 99.8% | 45.63 K | 0 | 45.63 K |
| ETFs | 2.839 K | 0.2% | 227 | 0 | 227 |
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Fund Snapshot
Q2 2014
Latest filed
8/8/2014
Total value ($000)
1,183,155
Holdings
387
QoQ value change ($000)
23,448
(2.0%)
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.