Trutina Financial LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 134,877
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2014 | 5/5/2014 | 343 | 134,877 | 13F-HR | Bellevue Financial, Inc. |
| Q4 2013 | 2/11/2014 | 71 | 116,094 | 13F-HR | Bellevue Financial, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 111.9 K | 83.0% | 16.74 K | 0 | 16.74 K |
| ETFs | 22.65 K | 16.8% | 2.005 K | 0 | 2.005 K |
| Debt | 254 | 0.2% | 3 | 0 | 3 |
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Fund Snapshot
Q1 2014
Latest filed
5/5/2014
Total value ($000)
134,877
Holdings
343
QoQ value change ($000)
18,783
(16.2%)
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.