Wunderlich Capital Managemnt
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 106,030
- Description
- —
- Website
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- Founded
- —
- 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 | 5/13/2014 | 86 | 106,030 | 13F-HR | Wunderlich Capital Managemnt |
| Q4 2013 | 2/10/2014 | 69 | 104,400 | 13F-HR | Wunderlich Capital Managemnt |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.53 K | 81.6% | 18.36 K | 0 | 18.36 K |
| ETFs | 19.5 K | 18.4% | 0 | 16.73 K | -16.73 K |
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Fund Snapshot
Q1 2014
Latest filed
5/13/2014
Total value ($000)
106,030
Holdings
86
QoQ value change ($000)
1,630
(1.6%)
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.