COMMONWEALTH Overview

Commonwealth Financial Services Llc is an investment advisor that manages 155.3 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 106MM in positions, representing 68% of the manager's regulatory AUM.

COMMONWEALTH StockAlpha

-2.8%
Top 25%
2yr StockAlpha Register for more...

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 Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FDL 21.88% ETF 1.8% -0.36% 1 2%
AGG 11.76% ETF -3.24% -0.53% 0 3%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

COMMONWEALTH Founders and Key Employees

Name Title In Position Since
Todd E. Kimpel Managing Member And Chief Compliance Officer July-2010
Roger E. Woodruff Managing Member And Cfo July-2010
Michael C. Seese Managing Member And Cio July-2010

COMMONWEALTH Brokers, Custodians, Auditors and Administrators

Type Company

COMMONWEALTH Investment Strategy

COMMONWEALTH Portfolio Concentration

COMMONWEALTH Location

225 COLLEGE PARKWAY
SUITE 101
PARKERSBURG, West Virginia
UNITED STATES, 26104

COMMONWEALTH Contact Information

Phone Number: 304-422-3531
Fax Number: 304-428-6222
Website:

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
Path A