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 03/31/20. The fund's latest filing disclosed 758MM in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 758MM in positions, representing 65% of the manager's regulatory AUM.
PATTEN & PATTEN INC StockAlpha
| Top 25% |
3yr StockAlpha
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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 | 9.28% | Tech | 71.82% | 2.7% | 0 | 43% | ||
| WRK | 4.84% | Materials | -0.74% | -1.99% | 0 | 8% | ||
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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
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