SHELTON CAPITAL Overview
Shelton Capital Management is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 2BN in positions, representing 127% 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 2BN in positions, representing 127% of the manager's regulatory AUM.
SHELTON CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SHELTON CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.99% | Tech | 19.62% | 0.62% | 0 | 41% | ||
| MSFT | 5.09% | Tech | 8.13% | -0.05% | 0 | 41% | ||
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FEATURED IN
SHELTON CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Stephen C. Rogers | President | October-1994 |
| Scott Ballinger | Limited Partner - Trustee | March-1989 |
| Brooks Walker | Limited Partner | July-1985 |
| Teresa E. Axelson | Chief Compliance Officer | November-2011 |
SHELTON CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SHELTON CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Companies Investment Objective/Strategy
CA Tax-Free Income Fund Seek high current tax-free income for California residents
U.S. Government Securities
Fund
Seek liquidity, safety from credit risk and as high a level of income as is consistent with these objectives
Short-Term Government Bond
Fund
Seek liquidity, safety from credit risk, preservation of investors principal and as high a level of income as is consistent with these objectives
The United States Treasury
Trust
Seek high current income exempt from state income taxes while maintaining a stable net asset value of $1 per share
S&P 500 Index Fund Attempt to replicate the total return of the U.S. stock market as measured by the S&P 500 Composite Stock Price Index
S&P MidCap Index Fund ...
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Investment Companies Investment Objective/Strategy
CA Tax-Free Income Fund Seek high current tax-free income for California residents
U.S. Government Securities
Fund
Seek liquidity, safety from credit risk and as high a level of income as is consistent with these objectives
Short-Term Government Bond
Fund
Seek liquidity, safety from credit risk, preservation of investors principal and as high a level of income as is consistent with these objectives
The United States Treasury
Trust
Seek high current income exempt from state income taxes while maintaining a stable net asset value of $1 per share
S&P 500 Index Fund Attempt to replicate the total return of the U.S. stock market as measured by the S&P 500 Composite Stock Price Index
S&P MidCap Index Fund ...
Unlock Full Investment Process Description
SHELTON CAPITAL Portfolio Concentration
SHELTON CAPITAL Location
1050 17TH STREET, SUITE 1710
DENVER, Colorado
UNITED STATES, 80265-2077
DENVER, Colorado
UNITED STATES, 80265-2077
SHELTON CAPITAL Contact Information
Phone Number: 415-398-2727
Fax Number: 303-534-5627
Website: null
Fax Number: 303-534-5627
Website: null
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