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 09/30/16. The fund's latest filing disclosed 250MM in positions, representing 76% of the manager's regulatory AUM.

W.G. SHAHEEN & StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

W.G. SHAHEEN & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.7% Tech -2.29% 0.01% 0 42%
PAYX 3.36% Tech 1.66% 0.12% 0 9%
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FEATURED IN
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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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W.G. SHAHEEN & Portfolio Concentration

W.G. SHAHEEN & Location

311 ALEXANDER STREET
SUITE 200
ROCHESTER, New York
UNITED STATES, 14604

W.G. SHAHEEN & Contact Information

Phone Number: 585-232-6200
Fax Number: 585-232-5698
Website:

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