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 09/30/16. The fund's latest filing disclosed 971MM in positions, representing 59% of the manager's regulatory AUM.

ZWJ INVESTMENT StockAlpha

-2.1%
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

ZWJ INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
KO 6.84% Cons. Staples -3.83% 0.06% 0 27%
MSFT 3% Tech 3.56% 0.19% 0 36%
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FEATURED IN
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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).




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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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ZWJ INVESTMENT Portfolio Concentration

ZWJ INVESTMENT Location

75 14TH STREET NE
SUITE 2900
ATLANTA, Georgia
UNITED STATES, 30309-7604

ZWJ INVESTMENT Contact Information

Phone Number: 404-873-2211
Fax Number: 404-873-6424
Website:

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