WATERS PARKERSON & Overview

Waters Parkerson & Company . Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/03 to 09/30/16. The fund's latest filing disclosed 977MM in positions, representing 76% of the manager's regulatory AUM.

WATERS PARKERSON & StockAlpha

-1.6%
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

WATERS PARKERSON & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 3.79% Energy 2.87% -0.15% 0 29%
V 3.6% Tech -4.1% -0.21% 0 26%
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FEATURED IN
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WATERS PARKERSON & Founders and Key Employees

Name Title In Position Since
David T. Pointer Managing Partner January-2000
Michael B. Whealdon Partner January-2000
Julia W. Burlingame Chief Compliance Officer January-2009
William E. Cruikshank Comptroller January-2000
Jonathan B. Montgomery Partner September-2007

WATERS PARKERSON & Brokers, Custodians, Auditors and Administrators

Type Company

WATERS PARKERSON & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
• Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)

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)

Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the Registrant) will be profitable or equal any specific performance level(s).


B. The Registrant’s methods of analysis and investment strategies do not present any...
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WATERS PARKERSON & Portfolio Concentration

WATERS PARKERSON & Location

SUITE #512
228 ST. CHARLES AVENUE
NEW ORLEANS, Louisiana
UNITED STATES, 70130-2682

WATERS PARKERSON & Contact Information

Phone Number: 504-581-2022
Fax Number: 504-525-9320
Website:

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