Convergent Wealth Advisors
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 697,233
- 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 | 31 | 697,233 | 13F-HR | Convergent Wealth Advisors |
| Q1 2014 | 5/14/2014 | 26 | 627,658 | 13F-HR | Convergent Wealth Advisors |
| Q4 2013 | 2/10/2014 | 35 | 608,116 | 13F-HR | Convergent Wealth Advisors |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 935 | 0.1% | 935 | 0 | 935 |
| ETFs | 696.3 K | 99.9% | 68.64 K | 0 | 68.64 K |
Swipe for more columns
Fund Snapshot
Q2 2014
Latest filed
8/8/2014
Total value ($000)
697,233
Holdings
31
QoQ value change ($000)
69,575
(11.1%)
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.