QCI ASSET MANAGEMENT Overview
Qci Asset Management Inc is an investment advisor that manages 2.8 BN dollars in regulatory AUM and has 12 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 39% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 39% of the manager's regulatory AUM.
QCI ASSET MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
QCI ASSET MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.8% | Tech | 23.22% | 0.43% | 0 | 41% | ||
| BRK.B | 3.76% | Financials | 8.34% | -0.03% | 0 | 29% | ||
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FEATURED IN
QCI ASSET MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kevin P. Gavagan | President | June-1992 |
| Paul F. Roland | Secretary | July-1994 |
| Harold E. Shill | Chief Financial Officer | July-1994 |
| David F. Khalil | Chief Compliance Officer | July-1994 |
QCI ASSET MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
QCI ASSET MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Security analysis methods may include fundamental analysis, technical analysis, and cyclical analysis.
The main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Other sources of information that QCI Asset Management, Inc. may use include Morningstar Principia and Stylus mutual fund information, Factset,
- 6 -
QCI Asset Management, Inc.
research services provided by Thompson Reuters such as Baseline and First
Call research, and the World Wide Web.
Investment Strategies
QCI Asset Management, Inc.’s investment strategy regarding equities (stocks) involves building portfolios on a ...
Unlock Full Investment Process Description
Methods of Analysis
Security analysis methods may include fundamental analysis, technical analysis, and cyclical analysis.
The main sources of information include financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Other sources of information that QCI Asset Management, Inc. may use include Morningstar Principia and Stylus mutual fund information, Factset,
- 6 -
QCI Asset Management, Inc.
research services provided by Thompson Reuters such as Baseline and First
Call research, and the World Wide Web.
Investment Strategies
QCI Asset Management, Inc.’s investment strategy regarding equities (stocks) involves building portfolios on a ...
Unlock Full Investment Process Description
QCI ASSET MANAGEMENT Portfolio Concentration
QCI ASSET MANAGEMENT Location
40 "A" GROVE STREET
PITTSFORD, New York
UNITED STATES, 14534
PITTSFORD, New York
UNITED STATES, 14534
QCI ASSET MANAGEMENT Contact Information
Phone Number: 585-218-2060
Fax Number: 585-218-2013
Website: http://www.e-qci.com
Fax Number: 585-218-2013
Website: http://www.e-qci.com
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