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 09/30/16. The fund's latest filing disclosed 180MM in positions, representing 85% of the manager's regulatory AUM.

COURT PLACE ADVISORS StockAlpha

+0.3%
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

COURT PLACE ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JKHY 4.58% Tech 4.42% 0.17% 0 3%
ADP 3.79% Tech 11.28% 0.4% 0 15%
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FEATURED IN
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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 Portfolio Concentration

COURT PLACE ADVISORS Location

10306A BALTIMORE NATIONAL PIKE
ELLICOTT CITY, Maryland
UNITED STATES, 21042

COURT PLACE ADVISORS Contact Information

Phone Number: 410-465-4321
Fax Number: 410-750-9407
Website:

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