Coe Capital Management, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 342,394
- 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 | 233 | 342,394 | 13F-HR | Coe Capital Management, LLC |
| Q4 2013 | 2/12/2014 | 202 | 286,251 | 13F-HR | Coe Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 325.5 K | 95.1% | 57.11 K | 0 | 57.11 K |
| ETFs | 13.82 K | 4.0% | 0 | 879 | -879 |
| Debt | 2.971 K | 0.9% | 0 | 110 | -110 |
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Fund Snapshot
Q1 2014
Latest filed
5/14/2014
Total value ($000)
342,394
Holdings
233
QoQ value change ($000)
56,143
(19.6%)
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.