Pennsylvania Trust Co
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 1,449,752
- Description
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- Website
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- Founded
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- 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 | 7/8/2014 | 355 | 1,449,752 | 13F-HR | Pennsylvania Trust Co |
| Q1 2014 | 4/4/2014 | 342 | 1,368,922 | 13F-HR | Pennsylvania Trust Co |
| Q4 2013 | 1/16/2014 | 335 | 1,344,721 | 13F-HR | Pennsylvania Trust Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.291 M | 89.0% | 72.18 K | 0 | 72.18 K |
| ETFs | 157.9 K | 10.9% | 8.42 K | 0 | 8.42 K |
| Debt | 1.075 K | 0.1% | 28 | 0 | 28 |
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Fund Snapshot
Q2 2014
Latest filed
7/8/2014
Total value ($000)
1,449,752
Holdings
355
QoQ value change ($000)
80,830
(5.9%)
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.