A. D. BEADELL Overview
A. D. Beadell Investment Counsel Inc. is an investment advisor that manages 200.3 MM dollars in regulatory AUM and has 1 employees, of which 1 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/18. The fund's latest filing disclosed 115MM in positions, representing 57% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/18. The fund's latest filing disclosed 115MM in positions, representing 57% of the manager's regulatory AUM.
A. D. BEADELL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
A. D. BEADELL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NEP | 6.39% | Energy | -2.45% | 0.29% | 1 | 2% | ||
| JNJ | 4.15% | Health | 4.77% | 0.4% | 0 | 34% | ||
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FEATURED IN
A. D. BEADELL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Anthony D. Beadell | President/Owner | January-1975 |
| Anthony D. Beadell | Chief Compliance Officer | October-2004 |
A. D. BEADELL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
A. D. BEADELL Investment Strategy
Item 8: Methods of Analysis, Investment Strategies, and Risk of Loss
if the underlying security has volatile price movement. Covered call strategies are generally suited for companies with little price volatility.
B.4.b. Long Call Option Purchases
Long call option purchases allow the option holder to be exposed to the general market characteristics of a security without the outlay of capital necessary to own the security. Options are wasting assets and expire (usually within nine months of issuance), and as a result can expose the investor to significant loss.
B.4.c. Long Put Option Purchases
Long put option purchases allow the option holder to sell or “put” the underlying security at the contract strike price at a future date. If the price of the underlying security declines in
value, the value of the long put option increases. In this way long puts are often used to hedge a long stock position. Options are wasting assets and ...
Unlock Full Investment Process Description
if the underlying security has volatile price movement. Covered call strategies are generally suited for companies with little price volatility.
B.4.b. Long Call Option Purchases
Long call option purchases allow the option holder to be exposed to the general market characteristics of a security without the outlay of capital necessary to own the security. Options are wasting assets and expire (usually within nine months of issuance), and as a result can expose the investor to significant loss.
B.4.c. Long Put Option Purchases
Long put option purchases allow the option holder to sell or “put” the underlying security at the contract strike price at a future date. If the price of the underlying security declines in
value, the value of the long put option increases. In this way long puts are often used to hedge a long stock position. Options are wasting assets and ...
Unlock Full Investment Process Description
A. D. BEADELL Portfolio Concentration
A. D. BEADELL Location
10224 N PORT WASHINGTON ROAD
MEQUON, Wisconsin
UNITED STATES, 53092
MEQUON, Wisconsin
UNITED STATES, 53092
A. D. BEADELL Contact Information
Phone Number: 262-241-0331
Fax Number: 262-241-0332
Website: null
Fax Number: 262-241-0332
Website: null
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