• Contact Information

    peninsula asset management inc
    1111 3RD AVE W
    BRADENTON FL    34205

    Business Phone: 9417488680
  • 13F Sector Allocation 03/31/2013

  • 13F Activity for 03/31/2013

    [1]Market Value: $110,705,219
    [1]Prior Market Value: $98,301,014
    New Purchases: 0 stocks
    Additional Purchases: 23 stocks
    Sold out of: 0 stocks
    Reduced holdings in: 21 stocks
    Top 10 Holdings %: 40.79%
    [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification.
  • 13F Holdings Summary

    Top 13F Holdings on 03/31/2013
    Stock% of Portfolio
    ISHARE SP MC 400 INX 9.25%
    iShares MSCI Emerging Markets Index 6.29%
    iShares S&P SmallCap 600 Index 5.64%
    iShares MSCI EAFE Index 3.42%
    ELEMENTS Rogers Intl Commodity ETN 3.14%
    Major new positions on 03/31/2013
    Stock% of Portfolio
    Major positions closed on 03/31/2013
    StockPrior % of Portfolio
    View All Holdings
  • Recent SEC Filings

    Recent filings
    Form 13F-HR2013-04-29
    Form 13F-HR2013-01-30
    Form 13F-HR2012-10-30
    Form 13F-HR2012-07-30
    Form 13F-HR2012-04-27