SONATA CAPITAL GROUP Overview

Sonata Capital Group Inc is an investment advisor that manages 205.8 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/02 to 09/30/16. The fund's latest filing disclosed 123MM in positions, representing 60% of the manager's regulatory AUM.

SONATA CAPITAL GROUP 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

SONATA CAPITAL GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWN 8.43% ETF 16.44% 0.99% 0 5%
IJS 6.39% ETF 15.86% 0.71% 0 3%
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FEATURED IN
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SONATA CAPITAL GROUP Founders and Key Employees

Name Title In Position Since
Mark A. Hutcheson Shareholder April-2000
Earl N. Shulman Shareholder April-2000
Luther S. Helms Shareholder April-2000
Timothy R. Cummins Managing Director/Chief Compliance Officer April-2000
David F. Hill Managing Director August-2002
Charles J. Judson Shareholder August-2003

SONATA CAPITAL GROUP Brokers, Custodians, Auditors and Administrators

Type Company

SONATA CAPITAL GROUP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Sonata uses the following methods of analysis as tools for selecting investments:

Fundamental analysis: analysis of companies’ financial statistics such as balance sheet and income statements, past records of assets, earnings, management team, sales, products, and market sector. Fundamental analysis uses these factors as indicators of potential future trends for a particular stock or stock group.
Technical analysis: research into supply and demand for investments based on volume and price movements. Charting techniques are used to analyze trends and cyclical movement.

Sonata’s primary investment strategy is Asset Allocation. Depending on a client’s goals, objectives and risk tolerance, Sonata will allocate assets between stocks, bonds and cash. The amount allocated to each asset class depends on the client’s time horizon for their goals and objectives.

Types of Securities
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SONATA CAPITAL GROUP Portfolio Concentration

SONATA CAPITAL GROUP Location

2001 6TH AVE
SUITE 3410
SEATTLE, Washington
UNITED STATES, 98121

SONATA CAPITAL GROUP Contact Information

Phone Number: 206-256-4400
Fax Number: 206-256-4416
Website:

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