HUNTINGTON STEELE LLC Overview

Huntington Steele Llc is an investment advisor that manages 666 MM dollars in regulatory AUM and has 6 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 298MM in positions, representing 45% of the manager's regulatory AUM.

HUNTINGTON STEELE LLC StockAlpha

+0.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

HUNTINGTON STEELE LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 23.57% Cons. Disc. -11.58% -3.21% 0 32%
IWD 14.44% ETF 4.19% 0.38% 0 7%
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HUNTINGTON STEELE LLC Founders and Key Employees

Name Title In Position Since
Jennifer J. Steele Managing Director May-2003
Patricia A. Huntington Managing Director May-2003
Scott M. Healey Chief Compliance Officer November-2005

HUNTINGTON STEELE LLC Brokers, Custodians, Auditors and Administrators

Type Company

HUNTINGTON STEELE LLC Investment Strategy

HUNTINGTON STEELE LLC Portfolio Concentration

HUNTINGTON STEELE LLC Location

1700 7TH AVENUE, SUITE 2210
SEATTLE, Washington
UNITED STATES, 98101

HUNTINGTON STEELE LLC Contact Information

Phone Number: 206-204-0320
Fax Number: 206-204-0322
Website:

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