Barrington Strategic Wealth Management Group LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 157,175
- 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 |
|---|---|---|---|---|---|
| Q2 2014 | 8/8/2014 | 103 | 157,175 | 13F-HR | Barrington Strategic Wealth Management Group LLC |
| Q1 2014 | 5/9/2014 | 97 | 153,740 | 13F-HR | Barrington Strategic Wealth Management Group LLC |
| Q4 2013 | 2/13/2014 | 93 | 150,065 | 13F-HR | Barrington Strategic Wealth Management Group LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 101.1 K | 64.3% | 4.279 K | 0 | 4.279 K |
| ETFs | 56.09 K | 35.7% | 0 | 844 | -844 |
Swipe for more columns
Fund Snapshot
Q2 2014
Latest filed
8/8/2014
Total value ($000)
157,175
Holdings
103
QoQ value change ($000)
3,435
(2.2%)
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.