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 03/31/17. The fund's latest filing disclosed 2BN in positions, representing 119% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 2BN in positions, representing 119% of the manager's regulatory AUM.
SHELTON CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
SHELTON CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.22% | Tech | 2.24% | -0.36% | 0 | 40% | ||
| WFC | 5.61% | Financials | -5.11% | -0.35% | 0 | 28% | ||
|
Unlock Positions and Returns Details |
||||||||
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 ...
Unlock Full Investment Process Description
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
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