BOOTHE INVESTMENT GROUP, INC.

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Boothe Investment Group is based out of Dover. Boothe Investment Group is a large advisory firm with 451 clients and discretionary assets under management (AUM) of $140,000,000 (Form ADV from 2020-06-18). Their last reported 13F filing for Q2 2020 included $112,973,000 in managed 13F securities and a top 10 holdings concentration of 62.08%. Boothe Investment Group's largest holding is Vanguard Short-Term Bond ETF with shares held of 211,997. Whalewisdom has at least 8 13F filings

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06/30/2020

Top Sells

  • Name% Change

06/30/2020

13F Activity

  • Market Value $112.973 Million
  • Prior Market Value $97.876 Million
  • New Purchases31 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 62.08 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 2.85%
Performance Last 4 Quarters: 12.44%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BIG INVESTMENT SERVICES
450 KINGS HWY N.E.
DOVER DE    19901
Country: United States

Business Phone: 302-734-7752
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 451
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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BOOTHE INVESTMENT GROUP, INC.

ownership team - last updated 2020-06-18
Name Title Start Date Direct/Indirect % Ownership
BOOTHE, DAVID, FRANKLIN PRESIDENT AND CCO 06/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOOTHE INVESTMENT GROUP, INC. PRESIDENT AND CCO direct 2005-06-01

BOOTHE INVESTMENT GROUP, INC.

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

BOOTHE INVESTMENT GROUP, INC.

ownership team - last updated 2019-03-13
Name Title Start Date Direct/Indirect % Ownership
BOOTHE, DAVID, FRANKLIN PRESIDENT AND CCO 06/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOOTHE INVESTMENT GROUP, INC. PRESIDENT AND CCO direct 2005-06-01

BOOTHE INVESTMENT GROUP, INC.

ownership team - last updated 2018-06-05
Name Title Start Date Direct/Indirect % Ownership
BOOTHE, DAVID, FRANKLIN PRESIDENT AND CCO 06/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOOTHE INVESTMENT GROUP, INC. PRESIDENT AND CCO direct 2005-06-01

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