ATWATER MALICK LLC

HTTPS://WWW.ATWATERMALICK.COM LANCASTER, PA Investment Advisor How do I update this listing?

Also known as:

  • AWATER MALICK LLC

Atwater Malick is based out of Lancaster. Atwater Malick is a large advisory firm with 185 clients and discretionary assets under management (AUM) of $215,500,278 (Form ADV from 2019-01-14). Their last reported 13F filing for Q2 2019 included $108,995,000 in managed 13F securities and a top 10 holdings concentration of 47.06%. Atwater Malick's largest holding is McDonalds Corp. with shares held of 28,629. Whalewisdom has at least 3 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $108.995 Million
  • Prior Market Value $102.211 Million
  • New Purchases1 stock
  • Additional Purchases28 stocks
  • Sold out of1 stock
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 47.06 %
  • Turnover % [1]:5.71%
  • Turnover Alt % [2]: 2.71 %
  • Time Held Top20:1.85 quarters
  • Time Held Top10:1.70 quarters
  • Time Held All:1.91 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 2019-05-15

Performance for Q1 2019: 3.57%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ATWATER MALICK
3004 HEMPLAND ROAD SUITE 1
LANCASTER PA    17601
Country: United States

Business Phone: (717) 400-1505
Fax: (717) 798-9908
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 185
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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ATWATER MALICK, LLC

ownership team - last updated 2019-01-14
Name Title Start Date Direct/Indirect % Ownership
MALICK, MATTHEW, CHARLES MANAGING MEMBER 08/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ATWATER MALICK, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-08-01
ATWATER, BENJAMIN, H. MANAGING MEMBER 08/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ATWATER MALICK, LLC MANAGING MEMBER direct 2008-08-01
ATWATER, BENJAMIN, H. CHIEF COMPLIANCE OFFICER 12/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ATWATER MALICK, LLC MANAGING MEMBER direct 2008-08-01

ATWATER MALICK, LLC

ownership team - last updated 2017-08-22
Name Title Start Date Direct/Indirect % Ownership
ATWATER, BENJAMIN, H. MANAGING MEMBER 08/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ATWATER MALICK, LLC MANAGING MEMBER direct 2008-08-01
MALICK, MATTHEW, CHARLES MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 08/01/2008 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ATWATER MALICK, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-08-01

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