VANTAGE INVESTMENT Overview
Vantage Investment Advisors Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 13 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/30/17. The fund's latest filing disclosed 344MM in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/17. The fund's latest filing disclosed 344MM in positions, representing 32% of the manager's regulatory AUM.
VANTAGE INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VANTAGE INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHP | 7.14% | ETF | 0.69% | -0.1% | 2 | 0% | ||
| AAPL | 3.54% | Tech | 8.92% | -0.15% | 0 | 38% | ||
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FEATURED IN
VANTAGE INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jill W. Sutt | Executive Vice President | January-2000 |
| Robert R. Thomas | President, Ceo, Managing Member, Chief Compliance Officer | January-2000 |
VANTAGE INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VANTAGE INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
• Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)
• Trading (securities sold within thirty (30) days)
• Margin Transactions (use of borrowed assets to purchase financial instruments)
• Options (contract for the...
Unlock Full Investment Process Description
A. The Registrant may utilize the following methods of security analysis:
• Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
• Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
• Long Term Purchases (securities held at least a year)
• Short Term Purchases (securities sold within a year)
• Trading (securities sold within thirty (30) days)
• Margin Transactions (use of borrowed assets to purchase financial instruments)
• Options (contract for the...
Unlock Full Investment Process Description
VANTAGE INVESTMENT Portfolio Concentration
VANTAGE INVESTMENT Location
1276 NORTH ATHERTON STREET
STATE COLLEGE, Pennsylvania
UNITED STATES, 16803
STATE COLLEGE, Pennsylvania
UNITED STATES, 16803
VANTAGE INVESTMENT Contact Information
Phone Number: 814-867-2050
Fax Number: 814-867-2063
Website: http://www.vantageadvisors.com
Fax Number: 814-867-2063
Website: http://www.vantageadvisors.com
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