Goldstein Munger & Associates
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 246,915
- 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 | 8/7/2014 | 30 | 246,915 | 13F-HR | Goldstein Munger & Associates |
| Q1 2014 | 5/14/2014 | 24 | 217,175 | 13F-HR | Goldstein Munger & Associates |
| Q4 2013 | 8/7/2014 | 30 | 238,829 | 13F-HR | Goldstein Munger & Associates |
| Q3 2013 | 8/7/2014 | 31 | 256,560 | 13F-HR | Goldstein Munger & Associates |
| Q2 2013 | 8/7/2014 | 30 | 267,181 | 13F-HR | Goldstein Munger & Associates |
| Q1 2013 | 8/1/2014 | 31 | 268,589 | 13F-HR | Goldstein Munger & Associates |
| Q4 2012 | 8/1/2014 | 30 | 254,244 | 13F-HR | Goldstein Munger & Associates |
| Q3 2012 | 7/31/2014 | 33 | 259,158 | 13F-HR | Goldstein Munger & Associates |
| Q2 2012 | 7/31/2014 | 33 | 246,873 | 13F-HR | Goldstein Munger & Associates |
| Q1 2012 | 7/31/2014 | 34 | 246,641 | 13F-HR | Goldstein Munger & Associates |
| Q4 2011 | 7/31/2014 | 31 | 210,949 | 13F-HR | Goldstein Munger & Associates |
| Q3 2011 | 7/22/2014 | 30 | 180,775 | 13F-HR | Goldstein Munger & Associates |
| Q2 2011 | 7/22/2014 | 29 | 194,221 | 13F-HR | Goldstein Munger & Associates |
| Q1 2011 | 7/15/2014 | 31 | 187,835 | 13F-HR | Goldstein Munger & Associates |
| Q4 2010 | 6/27/2014 | 31 | 183,497 | 13F-HR | Goldstein Munger & Associates |
| Q3 2010 | 6/23/2014 | 30 | 171,326 | 13F-HR | Goldstein Munger & Associates |
| Q2 2010 | 6/23/2014 | 27 | 139,335 | 13F-HR | Goldstein Munger & Associates |
| Q1 2010 | 6/12/2014 | 26 | 152,137 | 13F-HR | Goldstein Munger & Associates |
| Q4 2009 | 6/9/2014 | 25 | 155,014 | 13F-HR | Goldstein Munger & Associates |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.7 K | 10.0% | 22.67 K | 0 | 22.67 K |
| ETFs | 222.2 K | 90.0% | 7.072 K | 0 | 7.072 K |
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Fund Snapshot
Q2 2014
Latest filed
8/7/2014
Total value ($000)
246,915
Holdings
30
QoQ value change ($000)
29,740
(13.7%)
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.