COLDSTREAM CAPITAL Overview

Coldstream Capital Management Inc is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 40 employees, of which 30 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 564MM in positions, representing 36% of the manager's regulatory AUM.

COLDSTREAM CAPITAL StockAlpha

-1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

COLDSTREAM CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 8.11% Tech 7.26% 0.51% 0 36%
VV 8.1% ETF 3.76% -0.01% 3 2%
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FEATURED IN
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COLDSTREAM CAPITAL Founders and Key Employees

Name Title In Position Since
Roger C. Reynolds Director April-1996
Geoffrey W. Holmes Shareholder July-1996
Kevin M. Fitzwilson President; Chairman Of Board October-1997
Erika E. Yelle Chief Compliance Officer March-2004
Donald L. Gher Shareholder April-1996
Michael J. Butler Director November-2013
Philip T. Platt Chief Operating Officer April-2014
Howard A. Coleman Chief Investment Officer August-2014
Robert D. Frazier Portfolio Manager October-2003
Elaine Heller Relationship Manager February-2001
Richard S. Simmonds Director January-2015

COLDSTREAM CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro

COLDSTREAM CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
Our investment management solutions are designed to manage portfolios by integrating our internal expertise with external portfolio management in global equity, global fixed income and alternative investment strategies. Our methods of security analysis include fundamental, technical and cyclical analysis. Sources of information used by Coldstream include financial newspapers and magazines; inspections of corporate activities; research materials prepared by others; corporate rating services; timing services; annual reports, prospectuses, and filings with the Securities and Exchange Commission; and company press releases.

The Investment Strategy Group
The Chief Investment Officer and our Portfolio Managers also serve as members of the Coldstream Investment Strategy Group. The group meets regularly to review, analyze and discuss the various forces and factors that affect the financi...
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COLDSTREAM CAPITAL Portfolio Concentration

COLDSTREAM CAPITAL Location

ONE - 100TH AVENUE NE
SUITE 102
BELLEVUE, Washington
UNITED STATES, 98004

COLDSTREAM CAPITAL Contact Information

Phone Number: 425-283-1600
Fax Number: 425-283-5100
Website:

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