Kiwi Wealth Investments Limited Partnership
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 974,632
- 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 | 52 | 974,632 | 13F-HR | Gareth Morgan Investments Limited Partnership |
| Q1 2014 | 5/12/2014 | 44 | 821,160 | 13F-HR | Gareth Morgan Investments Limited Partnership |
| Q4 2013 | 1/28/2014 | 44 | 791,438 | 13F-HR | Gareth Morgan Investments Limited Partnership |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 619.2 K | 63.5% | 0 | 44.86 K | -44.86 K |
| ETFs | 355.4 K | 36.5% | 198.3 K | 0 | 198.3 K |
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Fund Snapshot
Q2 2014
Latest filed
8/6/2014
Total value ($000)
974,632
Holdings
52
QoQ value change ($000)
153,472
(18.7%)
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.