SUNBELT SECURITIES Overview
Sunbelt Securities Inc. is an investment advisor that manages 202.9 MM dollars in regulatory AUM and has 37 employees, of which 37 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 06/31/18. The fund's latest filing disclosed 167MM in positions, representing 82% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/31/18. The fund's latest filing disclosed 167MM in positions, representing 82% of the manager's regulatory AUM.
SUNBELT SECURITIES StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SUNBELT SECURITIES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 2.33% | Financials | 14.69% | 0.34% | 0 | 27% | ||
| IVW | 2.25% | ETF | -0.38% | -0.03% | 0 | 4% | ||
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FEATURED IN
SUNBELT SECURITIES Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas Francis Buckley | Financial Operations Principal | January-2002 |
| David Anthony Smetek | President / Secretary | January-2003 |
| Patrick Joseph Smetek | Registered Options Prinicpal | January-2004 |
| Patrick Joseph Smetek | Chief Compliance Officer | October-2004 |
| Lisa Lee Gesin | Municipal Securities Principal | March-2010 |
SUNBELT SECURITIES Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SUNBELT SECURITIES Investment Strategy
Item 8 – Client Contact with Portfolio Managers
Because the IAR acts as the Client’s portfolio manager through a Sunbelt RD account, there are no restrictions placed upon Clients’ ability to contact and consult with the manager of their Sunbelt RD account.
Item 9 – Additional Information
A. ...
Unlock Full Investment Process Description
Because the IAR acts as the Client’s portfolio manager through a Sunbelt RD account, there are no restrictions placed upon Clients’ ability to contact and consult with the manager of their Sunbelt RD account.
Item 9 – Additional Information
A. ...
Unlock Full Investment Process Description
SUNBELT SECURITIES Portfolio Concentration
SUNBELT SECURITIES Location
5065 WESTHEIMER
SUITE 600
HOUSTON, Texas
UNITED STATES, 77056
SUITE 600
HOUSTON, Texas
UNITED STATES, 77056
SUNBELT SECURITIES Contact Information
Phone Number: 713-965-9510
Fax Number: 713-965-9435
Website: null
Fax Number: 713-965-9435
Website: null
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