W.G. SHAHEEN & Overview
W.g. Shaheen & Associates Dba Whitney & Company is an investment advisor that manages 328.7 MM dollars in regulatory AUM and has 8 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/13 to 12/31/20. The fund's latest filing disclosed 620MM in positions, representing 189% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/13 to 12/31/20. The fund's latest filing disclosed 620MM in positions, representing 189% of the manager's regulatory AUM.
W.G. SHAHEEN & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
W.G. SHAHEEN & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.84% | Tech | 1.26% | -0.86% | 0 | 52% | ||
| AGG | 4.47% | ETF | -2.62% | -0.3% | 0 | 10% | ||
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FEATURED IN
W.G. SHAHEEN & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William G. Shaheen | President/Ceo/Chief Compliance Officer | September-2001 |
W.G. SHAHEEN & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
W.G. SHAHEEN & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Philosophy
Our investment philosophy is based on a simple proven premise. Greater and more consistent gains can be made by investing in quality securities that are priced below their potential economic value.
We stress quality and liquidity. Stock and bond investments are principally, in substantial corporations, traded on the major stock exchanges and in U.S. Treasury Securities.
A unique diagnostic management consulting approach, from a top management viewpoint, is used in evaluating corporations. Their major opportunities and problems are appraised as are the programs to capitalize on them. Corporate managements and their probable future effectiveness are evaluated. This includes personal contacts as appropriate.
Investments are made for the long term, in corporations with unusual opportunities, and are not limited to any one style such as growth, value,...
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Investment Philosophy
Our investment philosophy is based on a simple proven premise. Greater and more consistent gains can be made by investing in quality securities that are priced below their potential economic value.
We stress quality and liquidity. Stock and bond investments are principally, in substantial corporations, traded on the major stock exchanges and in U.S. Treasury Securities.
A unique diagnostic management consulting approach, from a top management viewpoint, is used in evaluating corporations. Their major opportunities and problems are appraised as are the programs to capitalize on them. Corporate managements and their probable future effectiveness are evaluated. This includes personal contacts as appropriate.
Investments are made for the long term, in corporations with unusual opportunities, and are not limited to any one style such as growth, value,...
Unlock Full Investment Process Description
W.G. SHAHEEN & Portfolio Concentration
W.G. SHAHEEN & Location
311 ALEXANDER STREET
SUITE 200
ROCHESTER, New York
UNITED STATES, 14604
SUITE 200
ROCHESTER, New York
UNITED STATES, 14604
W.G. SHAHEEN & Contact Information
Phone Number: 585-232-6200
Fax Number: 585-232-5698
Website: null
Fax Number: 585-232-5698
Website: null
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