Winfield Associates, Inc.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 137,966
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/28/2014 | 310 | 137,966 | 13F-HR | Winfield Associates, Inc. |
| Q1 2014 | 5/15/2014 | 298 | 121,045 | 13F-HR | Winfield Associates, Inc. |
| Q4 2013 | 3/17/2014 | 285 | 121,708 | 13F-HR | Winfield Associates, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 70.26 K | 50.9% | 5.333 K | 0 | 5.333 K |
| ETFs | 67.71 K | 49.1% | 11.59 K | 0 | 11.59 K |
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Fund Snapshot
Q2 2014
Latest filed
7/28/2014
Total value ($000)
137,966
Holdings
310
QoQ value change ($000)
16,921
(14.0%)
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.