Meristem Family Wealth, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 238,487
- 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 | 8/8/2014 | 109 | 238,487 | 13F-HR | Meristem, LLP |
| Q1 2014 | 5/21/2014 | 107 | 228,510 | 13F-HR/A - RESTATEMENT | Meristem, LLP |
| Q1 2014 | 5/15/2014 | 107 | 228,510 | 13F-HR | Meristem, LLP |
| Q4 2013 | 2/11/2014 | 114 | 243,589 | 13F-HR | Meristem, LLP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 94.33 K | 39.6% | 4.707 K | 0 | 4.707 K |
| ETFs | 144.2 K | 60.4% | 7.984 K | 0 | 7.984 K |
| Debt | 0 | 0.0% | 0 | 2.714 K | -2.714 K |
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Fund Snapshot
Q2 2014
Latest filed
8/8/2014
Total value ($000)
238,487
Holdings
109
QoQ value change ($000)
9,977
(4.4%)
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.