BUCKINGHAM STRATEGIC WEALTH, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 229,211
- 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 | 7/28/2014 | 176 | 229,211 | 13F-HR | Buckingham Asset Management, LLC |
| Q1 2014 | 4/15/2014 | 154 | 216,005 | 13F-HR | Buckingham Asset Management, LLC |
| Q4 2013 | 1/15/2014 | 158 | 212,230 | 13F-HR | Buckingham Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 131.5 K | 57.4% | 8.454 K | 0 | 8.454 K |
| ETFs | 96.99 K | 42.3% | 4.595 K | 0 | 4.595 K |
| Debt | 732 | 0.3% | 157 | 0 | 157 |
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Fund Snapshot
Q2 2014
Latest filed
7/28/2014
Total value ($000)
229,211
Holdings
176
QoQ value change ($000)
13,206
(6.1%)
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.