C M BIDWELL & ASSOCIATES LTD

HTTP://WWW.CMBIDWELLANDASSOCIATES.COM/ HONOLULU, HI Investment Advisor How do I update this listing?

Also known as:

  • BIDWELL C M & ASSOCIATES LTD/

C M Bidwell & Associates LTD is based out of Honolulu. C M Bidwell & Associates LTD is a large advisory firm with 131 clients and discretionary assets under management (AUM) of $147,206,010 (Form ADV from 2019-02-13). Their last reported 13F filing for Q1 2019 included $100,303,000 in managed 13F securities and a top 10 holdings concentration of 29.79%. C M Bidwell & Associates LTD's largest holding is Vanguard Short-Term Corporate Bond ETF with shares held of 60,193. C M Bidwell & Associates LTD has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 76 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $100.303 Million
  • Prior Market Value $92.173 Million
  • New Purchases119 stocks
  • Additional Purchases50 stocks
  • Sold out of117 stocks
  • Reduced holdings in90 stocks
  • Top 10 Holdings % 29.79 %
  • Turnover % [1]:60.98%
  • Turnover Alt % [2]: 31.07 %
  • Time Held Top20:3.00 quarters
  • Time Held Top10:4.50 quarters
  • Time Held All:3.64 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: 3.24%
Performance Last 4 Quarters: 0.31%
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:
  • 2019-03-31 - 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 (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 (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)
  • 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/A (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)
  • 2002-09-30 - 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

C.M.BIDWELL & ASSOCIATES LTD

  

Business Phone: 808-595-1099
Fax: 808-595-1091
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: HI
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 131
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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C.M.BIDWELL & ASSOCIATES LTD

ownership team - last updated 2019-02-13
Name Title Start Date Direct/Indirect % Ownership
BIDWELL, CLINTON, MILLINGER CHAIRMAN OF THE BOARD 01/01/1979 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD CHAIRMAN OF THE BOARD direct 1979-01-01
C.M.BIDWELL & ASSOCIATES LTD PRESIDENT/DIRECTOR direct 1979-01-01 2014-04-30
C.M.BIDWELL & ASSOCIATES LTD CHIEF EXECUTIVE OFFICER/DIRECTOR direct 1979-01-01 2014-06-25
CHUN, DEBRA SR. V.P./SECRETARY 04/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD SR. V.P./SECRETARY direct 1998-04-01
BIDWELL, GREGORY DIRECTOR 09/01/1982 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR direct 1982-09-01
BIDWELL, HILARY, ALEXANDRA-ELIZABETH DIRECTOR 06/01/1984 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR direct 1984-06-01
KILCOMMONS, NIALL, MASON PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER direct 2004-08-01
C.M.BIDWELL & ASSOCIATES LTD COMPLIANCE OFFICER/TREASURER direct 2000-11-01 2005-02-11
C.M.BIDWELL & ASSOCIATES LTD CHIEF COMPLIANCE OFFICER/TREASURER direct 2004-08-01 2014-04-30
BIDWELL, CLINTON, MILLINGER DIRECTOR 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR direct 2004-08-01
BIDWELL, BERKELEY, JOSEPH DIRECTOR 07/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR direct 2006-07-01
BIDWELL, BRETT, CASH DIRECTOR / SR. VICE PRESIDENT 03/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR / SR. VICE PRESIDENT direct 2012-03-01
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR direct 1982-09-01 2010-03-30
C.M.BIDWELL & ASSOCIATES LTD OWNER direct 1982-09-01 2012-10-29

C.M.BIDWELL & ASSOCIATES LTD

ownership team - last updated 2017-03-24
Name Title Start Date Direct/Indirect % Ownership
BIDWELL, CLINTON, MILLINGER CHAIRMAN OF THE BOARD 01/01/1979 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD CHAIRMAN OF THE BOARD direct 1979-01-01
C.M.BIDWELL & ASSOCIATES LTD PRESIDENT/DIRECTOR direct 1979-01-01 2014-04-30
C.M.BIDWELL & ASSOCIATES LTD CHIEF EXECUTIVE OFFICER/DIRECTOR direct 1979-01-01 2014-06-25
CHUN, DEBRA SR. V.P./SECRETARY 04/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD SR. V.P./SECRETARY direct 1998-04-01
BIDWELL, GREGORY DIRECTOR 09/01/1982 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR direct 1982-09-01
BIDWELL, HILARY, ALEXANDRA-ELIZABETH DIRECTOR 06/01/1984 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR direct 1984-06-01
KILCOMMONS, NIALL, MASON PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER direct 2004-08-01
C.M.BIDWELL & ASSOCIATES LTD COMPLIANCE OFFICER/TREASURER direct 2000-11-01 2005-02-11
C.M.BIDWELL & ASSOCIATES LTD CHIEF COMPLIANCE OFFICER/TREASURER direct 2004-08-01 2014-04-30
BIDWELL, CLINTON, MILLINGER DIRECTOR 08/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR direct 2004-08-01
BIDWELL, BERKELEY, JOSEPH DIRECTOR 07/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR direct 2006-07-01
BIDWELL, BRETT, CASH DIRECTOR / SR. VICE PRESIDENT 03/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR / SR. VICE PRESIDENT direct 2012-03-01
C.M.BIDWELL & ASSOCIATES LTD DIRECTOR direct 1982-09-01 2010-03-30
C.M.BIDWELL & ASSOCIATES LTD OWNER direct 1982-09-01 2012-10-29

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