JWEST, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 142,631
- 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 | 7/24/2014 | 25 | 142,631 | 13F-HR | JWEST, LLC |
| Q1 2014 | 5/15/2014 | 26 | 128,199 | 13F-HR | JWEST, LLC |
| Q4 2013 | 5/15/2014 | 27 | 125,677 | 13F-HR | JWEST, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.6 K | 100.0% | 18.15 K | 0 | 18.15 K |
| Other | 0 | 0.0% | 0 | 3.722 K | -3.722 K |
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Fund Snapshot
Q2 2014
Latest filed
7/24/2014
Total value ($000)
142,631
Holdings
25
QoQ value change ($000)
14,432
(11.3%)
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.