FAYERWEATHER CHARLES

BOSTON, MA

Fayerweather Charles is based out of Boston. Their last reported 13F filing for Q4 2015 included $60,476,000 in managed 13F securities and a top 10 holdings concentration of 40.4%. Fayerweather Charles's largest holding is CVS Caremark Corp with shares held of 33,215. WhaleWisdom has at least 21 13F filings in our database for Fayerweather Charles.

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12/31/2015

13F Activity

  • Market Value$60,476,000
  • Prior Market Value$36,764,000
  • New Purchases16 stocks
  • Additional Purchases40 stocks
  • Sold out of3 stocks
  • Reduced holdings in6 stocks
  • Top 10 Holdings %40.40%
  • Turnover %:29.69%
  • Avg. Length Held Top20:13.15 quarters
  • Avg. Length Held Top10:12.90 quarters
  • Avg. Length Held All:9.09 quarters

12/31/2015

13F Sector Allocation Over Time

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Market Value Over Time

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Backtest Performance

Top 20 equal-weighted holdings. Last updated on 2016-04-19

Performance for Q4 2015: 6.69%
Performance Last 4 Quarters: -0.4%

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13F Filings Available:
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
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Schedule 13D and 13G events since 12/31/2015

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Form 4 - Non-derivative Insider Transactions Since 12/31/2015

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