BEESE FULMER INVESTMENT MANAGEMENT, INC.

HTTP://WWW.BEESEFULMER.COM CANTON, OH Investment Advisor How do I update this listing?

Also known as:

  • BEESE FULMER & PINCOE INC

Beese Fulmer Investment Management is based out of Canton. Beese Fulmer Investment Management is a large advisory firm with 254 clients and discretionary assets under management (AUM) of $584,110,326 (Form ADV from 2019-03-15). Their last reported 13F filing for Q2 2019 included $527,845,000 in managed 13F securities and a top 10 holdings concentration of 26.4%. Beese Fulmer Investment Management's largest holding is Mastercard Inc with shares held of 78,002. Beese Fulmer Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 78 13F filings, and 1 13G filings

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68

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $527.845 Million
  • Prior Market Value $506.963 Million
  • New Purchases12 stocks
  • Additional Purchases29 stocks
  • Sold out of11 stocks
  • Reduced holdings in77 stocks
  • Top 10 Holdings % 26.40 %
  • Turnover % [1]:12.78%
  • Turnover Alt % [2]: 2.93 %
  • Time Held Top20:23.60 quarters
  • Time Held Top10:24.10 quarters
  • Time Held All:29.17 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 2019-08-14

Performance for Q2 2019: 1.19%
Performance Last 4 Quarters: 8.54%
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:
  • 2019-06-30 - 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 (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/A (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/A (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 (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR/A (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)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BEESE FULMER PRIVATE WEALTH MANAGEMENT
220 MARKET AVENUE, SOUTH SUITE 1150
CANTON OH    44702-2177
Country: United States

Business Phone: 330-454-6555
Fax: 330-639-4298
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 5
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: 254
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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BEESE, FULMER INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2019-03-15
Name Title Start Date Direct/Indirect % Ownership
FULMER, DENNIS, SCOTT PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER 01/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
BEESE, FULMER INVESTMENT MANAGEMENT, INC. PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER direct 2004-01-01
BEESE FULMER & PINCOE INC DIRECTOR/CHAIRMAN direct 1980-07-01 2003-11-17
BEESE, FULMER INVESTMENT MANAGEMENT, INC. PRESIDENT/TREASURER direct 2004-01-01 2013-12-10
FULMER, RYAN, THOMAS VICE PRESIDENT 03/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BEESE, FULMER INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2011-03-01
PERINI, NICHOLAS, TRAFFLEY VICE PRESIDENT 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEESE, FULMER INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2011-01-01
HAMILTON, LYNN, SCOTT VICE PRESIDENT 05/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEESE, FULMER INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2015-05-01

BEESE, FULMER INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2017-03-24
Name Title Start Date Direct/Indirect % Ownership
FULMER, DENNIS, SCOTT PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER 01/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
BEESE, FULMER INVESTMENT MANAGEMENT, INC. PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER direct 2004-01-01
BEESE FULMER & PINCOE INC DIRECTOR/CHAIRMAN direct 1980-07-01 2003-11-17
BEESE, FULMER INVESTMENT MANAGEMENT, INC. PRESIDENT/TREASURER direct 2004-01-01 2013-12-10
FULMER, RYAN, THOMAS VICE PRESIDENT 03/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BEESE, FULMER INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2011-03-01
PERINI, NICHOLAS, TRAFFLEY VICE PRESIDENT 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEESE, FULMER INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2011-01-01
HAMILTON, LYNN, SCOTT VICE PRESIDENT 05/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEESE, FULMER INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2015-05-01

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