Parkside Advisors LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 140,238
- 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 | 7/9/2014 | 31 | 140,238 | 13F-HR | Grubman Wealth Management |
| Q1 2014 | 4/8/2014 | 30 | 130,292 | 13F-HR | Grubman Wealth Management |
| Q4 2013 | 1/9/2014 | 29 | 122,283 | 13F-HR | Grubman Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.117 K | 2.2% | 502 | 0 | 502 |
| ETFs | 134.7 K | 96.0% | 9.293 K | 0 | 9.293 K |
| Debt | 2.442 K | 1.7% | 151 | 0 | 151 |
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Fund Snapshot
Q2 2014
Latest filed
7/9/2014
Total value ($000)
140,238
Holdings
31
QoQ value change ($000)
9,946
(7.6%)
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.