ZWJ INVESTMENT Overview
Zwj Investment Counsel Inc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 17 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/20. The fund's latest filing disclosed 1BN in positions, representing 70% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/20. The fund's latest filing disclosed 1BN in positions, representing 70% of the manager's regulatory AUM.
ZWJ INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ZWJ INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.64% | Tech | 2.36% | -0.33% | 0 | 52% | ||
| KO | 4.36% | Cons. Staples | 9.92% | 0.08% | 0 | 33% | ||
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FEATURED IN
ZWJ INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Charles L. Abney | Senior Vice President | August-2004 |
| Clayton F. Jackson | President | August-2000 |
| John B. Shepard | Senior Vice President | October-2004 |
| Stacey D. Ewing | Vice President | October-2004 |
| Bradford S. Young | Vice President | December-2004 |
| Krista L. Cosgrove | Chief Compliance Officer, Vice President | January-2009 |
| Glen R. Carpenter | Vice President | December-2012 |
| Kevin C. Yang | Vice President | December-2012 |
ZWJ INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ZWJ INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We use several methods of investment analysis and investment strategies to provide services to our clients. Our methods of investment analysis include fundamental analysis which is the analysis of a company’s financial statements, its management, competitive advantages, markets, etc. and financial analysis which involves the buying and selling of investments when certain financial ratios are low or high. Our investment strategies include long term purchases (securities generally held for at least a
year) and short term purchases (securities generally held for less than a year).
5
The securities we use in our investment strategies and investment advice include equity securities
such as exchange listed securities, securities traded over the counter and foreign issues; debt securities of corporations and similar entities; certificates of deposit; municipal and government securities;...
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We use several methods of investment analysis and investment strategies to provide services to our clients. Our methods of investment analysis include fundamental analysis which is the analysis of a company’s financial statements, its management, competitive advantages, markets, etc. and financial analysis which involves the buying and selling of investments when certain financial ratios are low or high. Our investment strategies include long term purchases (securities generally held for at least a
year) and short term purchases (securities generally held for less than a year).
5
The securities we use in our investment strategies and investment advice include equity securities
such as exchange listed securities, securities traded over the counter and foreign issues; debt securities of corporations and similar entities; certificates of deposit; municipal and government securities;...
Unlock Full Investment Process Description
ZWJ INVESTMENT Portfolio Concentration
ZWJ INVESTMENT Location
75 14TH STREET NE
SUITE 2900
ATLANTA, Georgia
UNITED STATES, 30309-7604
SUITE 2900
ATLANTA, Georgia
UNITED STATES, 30309-7604
ZWJ INVESTMENT Contact Information
Phone Number: 404-873-2211
Fax Number: 404-873-6424
Website: http://www.zwjic.com/
Fax Number: 404-873-6424
Website: http://www.zwjic.com/
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