CABOT-WELLINGTON LLC Overview
Cabot-wellington Llc is an investment advisor that manages 864.4 MM dollars in regulatory AUM and has 11 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 09/30/19. The fund's latest filing disclosed 145MM in positions, representing 17% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/19. The fund's latest filing disclosed 145MM in positions, representing 17% of the manager's regulatory AUM.
CABOT-WELLINGTON LLC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
CABOT-WELLINGTON LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 52.9% | ETF | 10.64% | 0.02% | 0 | 9% | ||
| IEFA | 33.31% | ETF | 7.04% | -0.56% | 0 | 4% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
CABOT-WELLINGTON LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James W. Cabot | Director / Member Of Management Committee | June-2008 |
| Sophie C. Black | Director | November-2010 |
| Amanda C. Cabot | Director | November-2010 |
| Laura C. Carrigan | Director / Member Of Management Committee | November-2010 |
| Virginia W. Cabot | Director | November-2010 |
| John M. Reynolds | Interim Executive Director And Cco | February-2015 |
CABOT-WELLINGTON LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
CABOT-WELLINGTON LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
For traditional stock and bond securities analysis, Cabot-Wellington’s methods may include fundamental analysis, technical analysis and cyclical analysis.
The main sources of information that we use include financial newspapers, magazines and the Internet, inspections of corporate activities, research materials prepared by others (including “sell side” brokerage firms and independent “boutique” research services), corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission and company press releases. Cabot-Wellington may also use Morningstar Principia mutual fund information, Valueline and Fidelity’s "WealthCentral" service.
- 10 -
Cabot-Wellington
Cambridge Associates LLC has been engaged as the principal outside investment sub-advisor for CW Funds’ investments in hedge funds...
Unlock Full Investment Process Description
Methods of Analysis
For traditional stock and bond securities analysis, Cabot-Wellington’s methods may include fundamental analysis, technical analysis and cyclical analysis.
The main sources of information that we use include financial newspapers, magazines and the Internet, inspections of corporate activities, research materials prepared by others (including “sell side” brokerage firms and independent “boutique” research services), corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission and company press releases. Cabot-Wellington may also use Morningstar Principia mutual fund information, Valueline and Fidelity’s "WealthCentral" service.
- 10 -
Cabot-Wellington
Cambridge Associates LLC has been engaged as the principal outside investment sub-advisor for CW Funds’ investments in hedge funds...
Unlock Full Investment Process Description
CABOT-WELLINGTON LLC Portfolio Concentration
CABOT-WELLINGTON LLC Location
70 FEDERAL STREET
BOSTON, Massachusetts
UNITED STATES, 02110
BOSTON, Massachusetts
UNITED STATES, 02110
CABOT-WELLINGTON LLC Contact Information
Phone Number: 617-451-1744
Fax Number: 617-451-1733
Website: http://www.cabwel.com
Fax Number: 617-451-1733
Website: http://www.cabwel.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