WEATHERLY ASSET Overview
Weatherly Asset Management L. P. is an investment advisor that manages 524.9 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/12 to 03/31/21. The fund's latest filing disclosed 721MM in positions, representing 137% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/12 to 03/31/21. The fund's latest filing disclosed 721MM in positions, representing 137% of the manager's regulatory AUM.
WEATHERLY ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEATHERLY ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.08% | Tech | 21.83% | 0.36% | 0 | 0% | ||
| LLY | 7.78% | Health | 31.26% | 1.42% | 0 | 0% | ||
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FEATURED IN
WEATHERLY ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Carolyn P. Taylor | Limited Partner, Chief Compliance Officer | December-1994 |
WEATHERLY ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WEATHERLY ASSET Investment Strategy
Item 8 Methods of Analysis, Investment Strategies and
Risk of Loss
Methods of Analysis
Security analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis.
We glean our information from a number of sources including direct company contact, conferences, webinars, financial newspapers and magazines, inspection of corporate activities, research material prepared by others, annual reports, prospectuses, regulatory filings and filings with the SEC, corporate rating services and company press releases. Additional sources of research information may include but are not limited to trade journals, discussions and meetings with security analysts, internal and external research reports, statistical analysis and material and interviews with outside consultants and, analysts and personal assessment of financial consequences of world events derived from general or specific material depending on the particular circumstances.
Th...
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Risk of Loss
Methods of Analysis
Security analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis.
We glean our information from a number of sources including direct company contact, conferences, webinars, financial newspapers and magazines, inspection of corporate activities, research material prepared by others, annual reports, prospectuses, regulatory filings and filings with the SEC, corporate rating services and company press releases. Additional sources of research information may include but are not limited to trade journals, discussions and meetings with security analysts, internal and external research reports, statistical analysis and material and interviews with outside consultants and, analysts and personal assessment of financial consequences of world events derived from general or specific material depending on the particular circumstances.
Th...
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WEATHERLY ASSET Portfolio Concentration
WEATHERLY ASSET Location
832 CAMINO DEL MAR, SUITE 4
DEL MAR, California
UNITED STATES, 92014
DEL MAR, California
UNITED STATES, 92014
WEATHERLY ASSET Contact Information
Phone Number: 858-259-4507
Fax Number: 858-259-0782
Website: http://www.weatherlyassetmgt.com
Fax Number: 858-259-0782
Website: http://www.weatherlyassetmgt.com
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