West Coast Financial LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 189,880
- 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 | 8/6/2014 | 87 | 189,880 | 13F-HR | West Coast Financial LLC |
| Q1 2014 | 5/13/2014 | 91 | 197,112 | 13F-HR | West Coast Financial LLC |
| Q4 2013 | 1/8/2014 | 88 | 193,757 | 13F-HR | West Coast Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 165.7 K | 87.3% | 0 | 5.068 K | -5.068 K |
| ETFs | 24.15 K | 12.7% | 0 | 2.164 K | -2.164 K |
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Fund Snapshot
Q2 2014
Latest filed
8/6/2014
Total value ($000)
189,880
Holdings
87
QoQ value change ($000)
-7,232
(-3.7%)
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.