AMERICAN INVESTMENT SERVICES, INC.

HTTP://WWW.AMERICANINVESTMENT.COM GREAT BARRINGTON, MA Investment Advisor How do I update this listing?

American Investment Services is based out of Great Barrington. American Investment Services is a large advisory firm with 454 clients and discretionary assets under management (AUM) of $919,706,413 (Form ADV from 2019-03-30). Their last reported 13F filing for Q3 2019 included $318,480,000 in managed 13F securities and a top 10 holdings concentration of 54.38%. American Investment Services's largest holding is Verizon Communications with shares held of 415,699. American Investment Services has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 54 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $318.48 Million
  • Prior Market Value $315.215 Million
  • New Purchases5 stocks
  • Additional Purchases45 stocks
  • Sold out of3 stocks
  • Reduced holdings in44 stocks
  • Top 10 Holdings % 54.38 %
  • Turnover % [1]:5.93%
  • Turnover Alt % [2]: 3.77 %
  • Time Held Top20:17.70 quarters
  • Time Held Top10:22.00 quarters
  • Time Held All:17.76 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 6.68%
Performance Last 4 Quarters: 11.97%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR/A (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 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)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR/A (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

AMERICAN INVESTMENT SERVICES INC
250 DIVISION STREET
GREAT BARRINGTON MA    01230
Country: United States

Business Phone: 888-528-1216
Fax: 413-528-0008
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Subscription fees,Fixed fees
Amount of client funds and securities: 44,791,300
Total Number of Clients: 454
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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AMERICAN INVESTMENT SERVICES INC

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
AMERICAN INSTITUTE FOR ECONOMIC RESEARCH PARENT ORGANIZATION 10/01/1978 Direct 75% or more
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC PARENT ORGANIZATION direct 1978-10-01
BARRY, JOHN, LANE PRESIDENT & CEO 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC PRESIDENT & CEO direct 2000-01-01
AMERICAN INVESTMENT SERVICES INC PRESIDENT, CEO & CCO direct 2000-01-01
AMERICAN INVESTMENT SERVICES INC PRESIDENT & CEO direct 2001-01-01
AMERICAN INVESTMENT SERVICES INC PRESIDENT, CEO & CCO direct 2001-01-01
HOFFMAN, SETH, LAWRENCE EXECUTIVE VICE PRESIDENT 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC SENIOR ANALYST direct 2003-01-01
AMERICAN INVESTMENT SERVICES INC VICE PRESIDENT direct 2003-01-01
AMERICAN INVESTMENT SERVICES INC CHIEF COMPLIANCE OFFICER direct 2006-06-01
AMERICAN INVESTMENT SERVICES INC VICE PRESIDENT direct 2008-01-01
AMERICAN INVESTMENT SERVICES INC VICE PRESIDENT direct 2014-01-01
MURPHY, CHARLES, DWAYNE TREASURER 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC TREASURER direct 2009-12-01
AMERICAN INVESTMENT SERVICES INC TREASURER direct 2010-02-01
ST. PETER, DAVID, FRANCIS SECRETARY 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC SECRETARY direct 2010-02-01
HOLDEN, NEIL, DONOVAN DIRECTOR 10/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC DIRECTOR direct 2011-10-01
SOHAN, GERALD, EDWIN DIRECTOR 10/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC DIRECTOR direct 2011-10-01
BOUFFARD, ROY, EDGAR DIRECTOR 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC DIRECTOR direct 2012-07-01
FURLANO, NELSON DIRECTOR 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC DIRECTOR direct 2014-10-01
FINNERTY, JOHN, JAMES DIRECTOR 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC DIRECTOR direct 2016-10-01
POTTER-STEVENSON, SANDRA CHIEF COMPLIANCE OFFICER 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC CHIEF COMPLIANCE OFFICER direct 2017-08-01

AMERICAN INVESTMENT SERVICES INC

ownership team - last updated 2018-04-03
Name Title Start Date Direct/Indirect % Ownership
AMERICAN INSTITUTE FOR ECONOMIC RESEARCH PARENT ORGANIZATION 10/01/1978 Direct 75% or more
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC PARENT ORGANIZATION direct 1978-10-01
BARRY, JOHN, LANE PRESIDENT & CEO 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC PRESIDENT & CEO direct 2000-01-01
AMERICAN INVESTMENT SERVICES INC PRESIDENT, CEO & CCO direct 2000-01-01
AMERICAN INVESTMENT SERVICES INC PRESIDENT & CEO direct 2001-01-01
AMERICAN INVESTMENT SERVICES INC PRESIDENT, CEO & CCO direct 2001-01-01
HOFFMAN, SETH, LAWRENCE EXECUTIVE VICE PRESIDENT 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC SENIOR ANALYST direct 2003-01-01
AMERICAN INVESTMENT SERVICES INC VICE PRESIDENT direct 2003-01-01
AMERICAN INVESTMENT SERVICES INC CHIEF COMPLIANCE OFFICER direct 2006-06-01
AMERICAN INVESTMENT SERVICES INC VICE PRESIDENT direct 2008-01-01
AMERICAN INVESTMENT SERVICES INC VICE PRESIDENT direct 2014-01-01
MURPHY, CHARLES, DWAYNE TREASURER 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC TREASURER direct 2009-12-01
AMERICAN INVESTMENT SERVICES INC TREASURER direct 2010-02-01
ST. PETER, DAVID, FRANCIS SECRETARY 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC SECRETARY direct 2010-02-01
HOLDEN, NEIL, DONOVAN DIRECTOR 10/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC DIRECTOR direct 2011-10-01
SOHAN, GERALD, EDWIN DIRECTOR 10/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC DIRECTOR direct 2011-10-01
BOUFFARD, ROY, EDGAR DIRECTOR 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC DIRECTOR direct 2012-07-01
FURLANO, NELSON DIRECTOR 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC DIRECTOR direct 2014-10-01
FINNERTY, JOHN, JAMES DIRECTOR 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC DIRECTOR direct 2016-10-01
POTTER-STEVENSON, SANDRA CHIEF COMPLIANCE OFFICER 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERICAN INVESTMENT SERVICES INC CHIEF COMPLIANCE OFFICER direct 2017-08-01

WhaleScore history for AMERICAN INVESTMENT SERVICES, INC.

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