NEWMAN DIGNAN & Overview
Newman Dignan & Sheerar Inc. is an investment advisor that manages 368.3 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 06/30/21. The fund's latest filing disclosed 297MM in positions, representing 81% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 06/30/21. The fund's latest filing disclosed 297MM in positions, representing 81% of the manager's regulatory AUM.
NEWMAN DIGNAN & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEWMAN DIGNAN & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHX | 5.99% | ETF | 6.3% | -0.01% | 0 | 0% | ||
| SCHD | 5.85% | ETF | 3.69% | -0.14% | 0 | 0% | ||
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FEATURED IN
NEWMAN DIGNAN & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William Newman | President, Principal And Chief Compliance Officer | March-1992 |
| John P. Sheerar | Vice President And Principal | March-1997 |
NEWMAN DIGNAN & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NEWMAN DIGNAN & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Trading (securities sold within thirty (30) days)
Short Sales (contracted sale of borrowed securities with an obligation to make the lender whole)
NEWMAN DIGNAN & Portfolio Concentration
NEWMAN DIGNAN & Location
56 EXCHANGE TERRACE
SUITE 200
PROVIDENCE, Rhode Island
UNITED STATES, 02903
SUITE 200
PROVIDENCE, Rhode Island
UNITED STATES, 02903
NEWMAN DIGNAN & Contact Information
Phone Number: 401-351-4010
Fax Number: 401-351-4011
Website: http://www.newmandignan.com
Fax Number: 401-351-4011
Website: http://www.newmandignan.com
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