Parasol Investment Management, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 140,756
- 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 |
|---|---|---|---|---|---|
| Q1 2014 | 4/14/2014 | 258 | 140,756 | 13F-HR | Parasol Investment Management, LLC |
| Q4 2013 | 2/5/2014 | 260 | 149,456 | 13F-HR | Parasol Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10 K | 7.1% | 3.188 K | 0 | 3.188 K |
| ETFs | 130.8 K | 92.9% | 0 | 11.89 K | -11.89 K |
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Fund Snapshot
Q1 2014
Latest filed
4/14/2014
Total value ($000)
140,756
Holdings
258
QoQ value change ($000)
-8,700
(-5.8%)
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.