MANAGED ACCOUNT ADVISORS LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 76,829,585
- Description
- Managed Account Advisors is an investment advisory subsidiary of Bank of America that oversees separately managed account programs for Merrill Lynch wealth management clients. The firm provides portfolio construction, manager selection, and asset allocation services within Merrill's advisory platform. Its role centers on delivering institutional-quality investment solutions through individually managed portfolios tailored to client objectives. As a core component of the Merrill Lynch advisory ecosystem, Managed Account Advisors supports one of the largest wealth management distribution networks in the United States.
- 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 | 2,612 | 76,829,585 | 13F-HR | MANAGED ACCOUNT ADVISORS LLC |
| Q4 2013 | 2/13/2014 | 2,580 | 74,531,326 | 13F-HR | MANAGED ACCOUNT ADVISORS LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.58 M | 94.5% | 1.808 M | 0 | 1.808 M |
| ETFs | 3.811 M | 5.0% | 416.3 K | 0 | 416.3 K |
| Debt | 410.8 K | 0.5% | 83.74 K | 0 | 83.74 K |
| Other | 28.97 K | 0.0% | 0 | 10.02 K | -10.02 K |
Swipe for more columns
Fund Snapshot
Q1 2014
Latest filed
5/15/2014
Total value ($000)
76,829,585
Holdings
2612
QoQ value change ($000)
2,298,259
(3.1%)
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.