BEESE FULMER Overview
Beese Fulmer Investment Management Inc. is an investment advisor that manages 438 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 509MM in positions, representing 116% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 509MM in positions, representing 116% of the manager's regulatory AUM.
BEESE FULMER StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BEESE FULMER Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MA | 3.48% | Tech | -10.98% | 0.05% | 0 | 25% | ||
| AAPL | 3.05% | Tech | -24.52% | -0.36% | 0 | 42% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
BEESE FULMER Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dennis S. Fulmer | President/Treasurer/Chief Compliance Officer | January-2004 |
| Karen R. Brown | Corporate Secretary/Office Manager | February-1996 |
| Ryan T. Fulmer | Vice President | March-2011 |
| Nicholas T. Perini | Vice President | January-2011 |
BEESE FULMER Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BEESE FULMER Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss (Item 8) ................... 4
Methods of Analysis ................................ ................................ ................................ ... 4
Investment Strategies ................................ ................................ ................................ 5
Risk of Loss ................................ ................................ ................................ ............... 6
...
Unlock Full Investment Process Description
Methods of Analysis ................................ ................................ ................................ ... 4
Investment Strategies ................................ ................................ ................................ 5
Risk of Loss ................................ ................................ ................................ ............... 6
...
Unlock Full Investment Process Description
BEESE FULMER Portfolio Concentration
BEESE FULMER Location
220 MARKET AVENUE, SOUTH
SUITE 1150
CANTON, Ohio
UNITED STATES, 44702-2177
SUITE 1150
CANTON, Ohio
UNITED STATES, 44702-2177
BEESE FULMER Contact Information
Phone Number: 330-454-6555
Fax Number: 330-454-2989
Website: http://www.beesefulmer.com
Fax Number: 330-454-2989
Website: http://www.beesefulmer.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
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," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here