SEC 13F Intelligence

Managers / Q3 2019 · view latest →

BRINKER CAPITAL INC

CIK 0001502976 · 1055 WESTLAKE DRIVE, SUITE 250, BERWYN, PA, 19312 · 610 407 5500

Reported Value
$2.9B
Q3 2019
Positions
933
Filings on Record
7
2019–present window
Filed
Oct 21, 2019
original filing

Summary

Brinker Capital Inc reported $2.9B in U.S.-listed holdings across 933 positions for Q3 2019.

Its largest position, VTI, represents 8.7% of the portfolio.

Compared with Q2 2019, the fund opened 74 new positions and exited 73.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.3BQ4 ’18Q1 ’19: $2.6BQ1 ’19Q2 ’19: $2.7BQ2 ’19Q3 ’19: $2.9BQ3 ’19Q4 ’19: $3.2BQ4 ’19Q1 ’20: $2.5BQ1 ’20Q2 ’20: $3.1BQ2 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 54.4%ETP: 35.0%Other: 4.0%ADR: 3.8%REIT: 2.8%Other: 0.2%
  • Common Stock · 54.4% · $1.6B
  • ETP · 35.0% · $1.0B
  • Other · 4.0% · $116M
  • ADR · 3.8% · $110M
  • REIT · 2.8% · $80M
  • Other · 0.2% · $5M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2020$3.1B930Jul 30, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.5B907Apr 29, 202013F-HRchanges · EDGAR ↗
Q4 2019$3.2B950Feb 18, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.9B933Oct 21, 201913F-HRchanges · EDGAR ↗
Q2 2019$2.7B932Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$2.6B920Apr 23, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.3B861Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.