Long Wharf Investors, Inc.
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 127,265
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2014 | 8/4/2014 | 145 | 127,265 | 13F-HR | Long Wharf Investors, Inc. |
| Q1 2014 | 4/29/2014 | 147 | 116,780 | 13F-HR | Long Wharf Investors, Inc. |
| Q4 2013 | 2/7/2014 | 124 | 110,473 | 13F-HR | Long Wharf Investors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 57.79 K | 45.4% | 6.164 K | 0 | 6.164 K |
| ETFs | 57.71 K | 45.3% | 3.544 K | 0 | 3.544 K |
| Debt | 11.76 K | 9.2% | 777 | 0 | 777 |
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Fund Snapshot
Q2 2014
Latest filed
8/4/2014
Total value ($000)
127,265
Holdings
145
QoQ value change ($000)
10,485
(9.0%)
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.