NELSON VAN DENBURG & Overview

Nelson Van Denburg & Campbell Wealth Management Group Llc is an investment advisor that manages 251.6 MM dollars in regulatory AUM and has 11 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 255MM in positions, representing 101% of the manager's regulatory AUM.

NELSON VAN DENBURG & StockAlpha

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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

NELSON VAN DENBURG & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MGK 4.34% ETF -0.13% -0.17% 1 0%
VOE 3.99% ETF 6.4% 0.1% 0 2%
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NELSON VAN DENBURG & Founders and Key Employees

Name Title In Position Since
Kent E. Nelson Member/Chief Compliance Officer January-2009
Burton L. Van Denburg Member January-2009
Britt E. Campbell Member April-2011

NELSON VAN DENBURG & Brokers, Custodians, Auditors and Administrators

Type Company

NELSON VAN DENBURG & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

We use fundamental analysis when considering investment strategies and recommendations for clients. Fundamental analysis is a method of evaluating a company or security by attempting to measure its intrinsic value. In other words, an analyst tries to determine its true value by looking at all aspects of the business, including both tangible factors (e.g., machinery, buildings, land, etc.) and intangible factors (e.g., patents, trademarks, “brand” names, etc.). Fundamental analysis also involves examining related economic factors (e.g., overall economy and industry conditions, etc.), financial factors (e.g., company debt, interest rates, management salaries and bonuses, etc.), qualitative factors (e.g., management expertise, industry cycles, labor relations, etc.), and quantitative factors (e.g., debt-to-equity and price-to- equity ratios).

The end goal of performing fundamenta...
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NELSON VAN DENBURG & Portfolio Concentration

NELSON VAN DENBURG & Location

14301 FIRST NATIONAL BANK PARKWAY
SUITE 110
OMAHA, Nebraska
UNITED STATES, 68154

NELSON VAN DENBURG & Contact Information

Phone Number: 402-218-4064
Fax Number: 402-403-1436
Website:

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