Jolley Asset Management, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 136,112
- 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 | 7/22/2014 | 124 | 136,112 | 13F-HR | Jolley Asset Management, LLC |
| Q1 2014 | 4/23/2014 | 120 | 134,362 | 13F-HR | Jolley Asset Management, LLC |
| Q4 2013 | 1/28/2014 | 126 | 126,724 | 13F-HR | Jolley Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 130.7 K | 96.0% | 1.091 K | 0 | 1.091 K |
| ETFs | 5.425 K | 4.0% | 659 | 0 | 659 |
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Fund Snapshot
Q2 2014
Latest filed
7/22/2014
Total value ($000)
136,112
Holdings
124
QoQ value change ($000)
1,750
(1.3%)
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.