Moreno Evelyn V

All 13F Filings

Location
Most recent 13F
Q2 2014
Holdings value ($000)
266,318
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 7/2/2014 76 266,318 13F-HR Moreno Evelyn V
Q1 2014 4/1/2014 78 254,230 13F-HR Moreno Evelyn V
Q4 2013 2/10/2014 76 242,440 13F-HR Moreno Evelyn V
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 213.3 K 80.1% 9.72 K 0 9.72 K
ETFs 53 K 19.9% 2.368 K 0 2.368 K
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Fund Snapshot

Q2 2014
Latest filed
7/2/2014
Total value ($000)
266,318
Holdings
76
QoQ value change ($000)
12,088 (4.8%)
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.