PITTENGER & ANDERSON Overview

Pittenger & Anderson Inc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/01 to 09/30/16. The fund's latest filing disclosed 901MM in positions, representing 87% of the manager's regulatory AUM.

PITTENGER & ANDERSON StockAlpha

+1.1%
Top 25%
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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

PITTENGER & ANDERSON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FISV 26.32% Tech 3.8% 1.25% 1 13%
QQQ 2.22% ETF -1.55% -0.09% 0 16%
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PITTENGER & ANDERSON Founders and Key Employees

Name Title In Position Since
Daniel L. Anderson President/Cfo July-1996
James S. Pittenger Chairman April-1995
Sue A. Anderson Director July-1996
Julie M. Pittenger Director April-1995
Diane L. Klein Vice President/Chief Compliance Officer July-2006

PITTENGER & ANDERSON Brokers, Custodians, Auditors and Administrators

Type Company

PITTENGER & ANDERSON Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF EQUITY ANALYSIS

P&A employs an Investment Committee (item 13) composed of the Chairman/CEO, President, Vice Presidents/Principals and all Investment Officers. Our portfolio decisions are investment policy driven while core and satellite structured. The Investment Committee has manifold duties. Quarterly reviews focus on performance, client contact, asset allocation, position weights, harvesting gains, realizing losses and freshening ideas. During the review process the committee exchanges ideas, cross-checks procedures, and hones opinions. The same committee sits for a monthly marketing as well as a monthly research meeting. The Chairman/CEO and President both have Investment Committee veto power.

We use the following methods of analysis in formulating our investment advice and/or managing client assets. The management of P&A accounts is investment policy driven while core and satellite ...
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PITTENGER & ANDERSON Portfolio Concentration

PITTENGER & ANDERSON Location

5533 S. 27TH STREET
SUITE 201
LINCOLN, Nebraska
UNITED STATES, 68512

PITTENGER & ANDERSON Contact Information

Phone Number: 402-328-8800
Fax Number: 402-328-8500
Website:

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