Wolf Group Capital Advisors
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 137,510
- 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 | 8/8/2014 | 96 | 137,510 | 13F-HR | RDL FINANCIAL INC |
| Q1 2014 | 4/29/2014 | 93 | 129,387 | 13F-HR | RDL FINANCIAL INC |
| Q4 2013 | 2/12/2014 | 98 | 124,397 | 13F-HR/A - RESTATEMENT | RDL FINANCIAL INC |
| Q4 2013 | 2/6/2014 | 98 | 124,397 | 13F-HR | RDL FINANCIAL INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 123.4 K | 89.7% | 5.804 K | 0 | 5.804 K |
| ETFs | 10.06 K | 7.3% | 1.917 K | 0 | 1.917 K |
| Debt | 392 | 0.3% | 16 | 0 | 16 |
| Other | 3.644 K | 2.6% | 386 | 0 | 386 |
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Fund Snapshot
Q2 2014
Latest filed
8/8/2014
Total value ($000)
137,510
Holdings
96
QoQ value change ($000)
8,123
(6.3%)
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.