Gateway Advisory, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 216,729
- 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 |
|---|---|---|---|---|---|
| Q2 2014 | 8/1/2014 | 41 | 216,729 | 13F-HR | Gateway Advisory, LLC |
| Q1 2014 | 4/16/2014 | 41 | 206,924 | 13F-HR | Gateway Advisory, LLC |
| Q4 2013 | 1/16/2014 | 41 | 181,108 | 13F-HR | Gateway Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.742 K | 4.6% | 536 | 0 | 536 |
| ETFs | 181.2 K | 95.4% | 7.766 K | 0 | 7.766 K |
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Fund Snapshot
Q2 2014
Latest filed
8/1/2014
Total value ($000)
216,729
Holdings
41
QoQ value change ($000)
9,805
(4.7%)
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.