Symmetric Rankings
Have Been Featured In

About Janet B. Koonce of MONTGOMERY

Janet B. Koonce is Vp/Director at Montgomery Investment Management Inc and has been affiliated with Montgomery Investment Management Inc since April-1987.

Montgomery Investment Management Inc is an investment advisor that manages 246.5 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions. The managers's latest filing has disclosed 206MM in positions, which represents 84% of the manager's regulatory AUM.

For more on Montgomery Investment Management Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -3.9%/yr

Co-workers of Janet B. Koonce at MONTGOMERY

Name Title In Position Since
Calvin S. Koonce President/Managing Dir./Ceo April-1987
Franklin S. Koonce Cfo/Treas./Vp/Managing Dir. January-1998
Laura C. Murphy Vp/Sec/Chief Compliance Officer, Chief Legal Officer, Chief Oper Officer, Dir. April-1987
Martin F. Oppenheimer Owner April-1987
Virginia K. Craig Director November-1987
Kathleen K. Goodier Director January-2010

MONTGOMERY Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GIS 11.06957% Cons. Staples -13.4% -4.09% -1.03% 0 14%
BBT 10.43531% Financials 10.16% 6.71% 0.32% 0 9%
Unlock Positions and Returns Details

Janet B. Koonce Office Address

STE 600A
BETHESDA, Maryland

Janet B. Koonce Contact Information

Phone Number: 301-897-9783
Fax Number: 301-897-9794



The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here