COURT PLACE ADVISORS Overview
Court Place Advisors Llc is an investment advisor that manages 211.4 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 338MM in positions, representing 160% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 338MM in positions, representing 160% of the manager's regulatory AUM.
COURT PLACE ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
COURT PLACE ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.23% | Tech | 19.44% | 0.45% | 0 | 45% | ||
| ADP | 4.61% | Tech | 15.51% | 0.23% | 0 | 16% | ||
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FEATURED IN
COURT PLACE ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert J. Wieder | Member | May-1998 |
| John F. Santry | Managing Member | May-1998 |
| Bernadette M. Zabel | Chief Compliance Officer | June-2004 |
COURT PLACE ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
COURT PLACE ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Court Place Advisors provides guidance on the following investment securities: stocks, bonds, mutual funds, certificates of deposit, corporate debt securities, municipal securities, options, US government securities and interest in partnerships investing in real estate, oil and gas interests.
In selecting these investments, we utilize both fundamental and technical analysis. The sources that we utilize for this analysis is: review of financial newspapers and magazines, company rating services, SEC annual report filings, press releases, research materials prepared by others, and data that is available over the internet.
Our investment strategy approach is long-term purchases (“buy and hold”) and we will typically hold these securities for several years. In some cases, we will also execute short-term trading strategies which securities purchased will be sold within a year. Though we do not always r...
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Court Place Advisors provides guidance on the following investment securities: stocks, bonds, mutual funds, certificates of deposit, corporate debt securities, municipal securities, options, US government securities and interest in partnerships investing in real estate, oil and gas interests.
In selecting these investments, we utilize both fundamental and technical analysis. The sources that we utilize for this analysis is: review of financial newspapers and magazines, company rating services, SEC annual report filings, press releases, research materials prepared by others, and data that is available over the internet.
Our investment strategy approach is long-term purchases (“buy and hold”) and we will typically hold these securities for several years. In some cases, we will also execute short-term trading strategies which securities purchased will be sold within a year. Though we do not always r...
Unlock Full Investment Process Description
COURT PLACE ADVISORS Portfolio Concentration
COURT PLACE ADVISORS Location
10306A BALTIMORE NATIONAL PIKE
ELLICOTT CITY, Maryland
UNITED STATES, 21042
ELLICOTT CITY, Maryland
UNITED STATES, 21042
COURT PLACE ADVISORS Contact Information
Phone Number: 410-465-4321
Fax Number: 410-750-9407
Website: http://www.courtplaceadvisors.com
Fax Number: 410-750-9407
Website: http://www.courtplaceadvisors.com
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