D. SCOTT NEAL, INC.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 126,721
- 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 | 7/8/2014 | 34 | 126,721 | 13F-HR | D. SCOTT NEAL, INC. |
| Q1 2014 | 4/4/2014 | 42 | 118,928 | 13F-HR | D. SCOTT NEAL, INC. |
| Q4 2013 | 1/13/2014 | 37 | 111,582 | 13F-HR | D. SCOTT NEAL, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.39 K | 8.2% | 0 | 12.07 K | -12.07 K |
| ETFs | 116.3 K | 91.8% | 19.86 K | 0 | 19.86 K |
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Fund Snapshot
Q2 2014
Latest filed
7/8/2014
Total value ($000)
126,721
Holdings
34
QoQ value change ($000)
7,793
(6.6%)
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.