SCHNIEDERS CAPITAL MANAGEMENT LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 107,670
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 5/15/2014 | 111 | 107,670 | 13F-HR | SCHNIEDERS CAPITAL MANAGEMENT LLC |
| Q4 2013 | 3/28/2014 | 109 | 102,060 | 13F-HR | SCHNIEDERS CAPITAL MANAGEMENT LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105.9 K | 98.4% | 5.43 K | 0 | 5.43 K |
| ETFs | 1.685 K | 1.6% | 132 | 0 | 132 |
| Debt | 48 | 0.0% | 48 | 0 | 48 |
Swipe for more columns
Fund Snapshot
Q1 2014
Latest filed
5/15/2014
Total value ($000)
107,670
Holdings
111
QoQ value change ($000)
5,610
(5.5%)
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.