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 . The fund's latest filing disclosed 6BN in positions, representing 167% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/10 to . The fund's latest filing disclosed 6BN in positions, representing 167% 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 | ||
---|---|---|---|---|---|---|---|---|
AAPL | 6.01% | Tech | -5.28% | 0.25% | 0 | 0% | ||
MSFT | 5.26% | Tech | -8.22% | 0.04% | 0 | 0% | ||
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BARTLETT & COMPANY . Founders and Key Employees
Name | Title | In Position Since |
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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 |
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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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