BARTLETT & COMPANY . Overview
Bartlett & Company . Llc is an investment advisor that manages 3.4 BN dollars in regulatory AUM and has 47 employees, of which 17 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/10 to 03/31/20. The fund's latest filing disclosed 3BN in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/10 to 03/31/20. The fund's latest filing disclosed 3BN in positions, representing 96% of the manager's regulatory AUM.
BARTLETT & COMPANY . StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BARTLETT & COMPANY . Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.36% | Tech | 35.33% | 0% | 0 | 47% | ||
| AAPL | 4.45% | Tech | 50.38% | 0.65% | 0 | 43% | ||
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FEATURED IN
BARTLETT & COMPANY . Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kelley J. Downing | President/Ceo | December-2011 |
| James B. Hagerty | Director | December-2011 |
| Laura L. Humphrey | Member | December-2011 |
| Terrence T. Kelly | Director | December-2011 |
| James A. Miller | Member | December-2011 |
| Kenneth L. Schlachter | Member | December-2011 |
| Troy R. Snider | Member | December-2011 |
| Thomas A. Steele | Secretary, Treasurer And Chief Compliance Officer | December-2011 |
| Woodrow H. Uible | Member | December-2011 |
| David Philip Francis Jr | Member | December-2011 |
BARTLETT & COMPANY . Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BARTLETT & COMPANY . Investment Strategy
BARTLETT & COMPANY . Portfolio Concentration
BARTLETT & COMPANY . Location
600 VINE STREET
SUITE 2100
CINCINNATI, Ohio
UNITED STATES, 45202
SUITE 2100
CINCINNATI, Ohio
UNITED STATES, 45202
BARTLETT & COMPANY . Contact Information
Phone Number: 513-621-4612
Fax Number: 513-621-6462
Website: null
Fax Number: 513-621-6462
Website: null
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