Osborn Williams & Donohoe LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 483,493
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 | 7/23/2014 | 229 | 483,493 | 13F-HR | Osborn Rohs Williams & Donohoe Ltd |
| Q1 2014 | 4/10/2014 | 220 | 454,276 | 13F-HR | Osborn Rohs Williams & Donohoe Ltd |
| Q4 2013 | 1/21/2014 | 228 | 445,715 | 13F-HR | Osborn Rohs Williams & Donohoe Ltd |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 461.1 K | 95.4% | 27.68 K | 0 | 27.68 K |
| ETFs | 22.39 K | 4.6% | 1.54 K | 0 | 1.54 K |
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Fund Snapshot
Q2 2014
Latest filed
7/23/2014
Total value ($000)
483,493
Holdings
229
QoQ value change ($000)
29,217
(6.4%)
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.