Winslow, Evans & Crocker, Inc.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 302,377
- 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 | 7/16/2014 | 1,298 | 302,377 | 13F-HR | Winslow, Evans & Crocker, Inc. |
| Q1 2014 | 4/11/2014 | 1,285 | 290,258 | 13F-HR | Winslow, Evans & Crocker, Inc. |
| Q4 2013 | 1/21/2014 | 1,427 | 292,508 | 13F-HR | Winslow, Evans & Crocker, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 269.6 K | 89.2% | 10.71 K | 0 | 10.71 K |
| ETFs | 31.12 K | 10.3% | 1.057 K | 0 | 1.057 K |
| Debt | 1.357 K | 0.4% | 344 | 0 | 344 |
| Other | 17 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2014
Latest filed
7/16/2014
Total value ($000)
302,377
Holdings
1298
QoQ value change ($000)
12,119
(4.2%)
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.