COMMONWEALTH EQUITY Overview

Commonwealth Equity Services Inc is an investment advisor that manages 48.2 BN dollars in regulatory AUM and has 3100 employees, of which 1900 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 13BN in positions, representing 26% of the manager's regulatory AUM.

COMMONWEALTH EQUITY StockAlpha

-2%
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

COMMONWEALTH EQUITY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWF 3.33% ETF -0.98% -0.08% 2 8%
IWD 3.25% ETF 4.19% 0.09% 1 7%
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FEATURED IN
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COMMONWEALTH EQUITY Founders and Key Employees

Name Title In Position Since
Joseph Samuel Deitch Chairman, Shareholder July-1996
Peter Tompkins Wheeler Shareholder July-1996
Richard Marcus Hunter President, Chief Financial Officer, Chief Operating Officer, Managing Principal May-2013
John James Rooney Managing Principal September-1988
Wayne Michael Bloom Chief Executive Officer January-2009
David Linus Kelly Managing Principal, Trading And Brokerage Operations January-1999
James Bernard Adelman General Counsel, Vice President June-2004
Paul Jonathan Tolley Chief Compliance Officer, Senior Vice President August-2006
William Bradford Mcmillan Vice President, Chief Investment Officer February-2009
Joseph Samuel Deitch Trustee November-2010
Peter Tompkins Wheeler Vice Chairman May-2013
Darren Anthony Tedesco Managing Principal, Innovation And Strategy June-2010
Jonathan Christiaan Bohs Senior Vice President, Brokerage Operations May-2013

COMMONWEALTH EQUITY Brokers, Custodians, Auditors and Administrators

Type Company

COMMONWEALTH EQUITY Investment Strategy

COMMONWEALTH EQUITY Portfolio Concentration

COMMONWEALTH EQUITY Location

29 SAWYER ROAD
WALTHAM, Massachusetts
UNITED STATES, 02453-3483

COMMONWEALTH EQUITY Contact Information

Phone Number: 781-736-0700
Fax Number: 781-398-9905
Website:

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