PATTEN & PATTEN INC Overview
Patten & Patten Inc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 16 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 924MM in positions, representing 79% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 924MM in positions, representing 79% of the manager's regulatory AUM.
PATTEN & PATTEN INC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
PATTEN & PATTEN INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.41% | Tech | 30.98% | 1.37% | 0 | 37% | ||
| WRK | 5.03% | Materials | 6.57% | 0.2% | 0 | 8% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
PATTEN & PATTEN INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Worcester A. Patten | Chairman | April-1976 |
| Frank M. Robbins | Senior Vice-President, Secretary | February-1980 |
| James C. Crumbliss | Vice President/Treasurer/Chief Compliance Officer | December-2009 |
| Raymond V. Ryan | President | February-2005 |
PATTEN & PATTEN INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
PATTEN & PATTEN INC Investment Strategy
PATTEN & PATTEN INC Portfolio Concentration
PATTEN & PATTEN INC Location
520 LOOKOUT STREET
CHATTANOOGA, Tennessee
UNITED STATES, 37403-1713
CHATTANOOGA, Tennessee
UNITED STATES, 37403-1713
PATTEN & PATTEN INC Contact Information
Phone Number: 423.756.3480
Fax Number: 423.267.0009
Website: http://www.patteninc.com
Fax Number: 423.267.0009
Website: http://www.patteninc.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here