BOUCHEY FINANCIAL GROUP LTD

HTTP://WWW.BOUCHEY.COM TROY, NY Investment Advisor How do I update this listing?

Bouchey Financial Group LTD is based out of Troy. Bouchey Financial Group LTD is a large advisory firm with 741 clients and discretionary assets under management (AUM) of $601,449,377 (Form ADV from 2020-07-22). Their last reported 13F filing for Q2 2020 included $474,523,000 in managed 13F securities and a top 10 holdings concentration of 74.85%. Bouchey Financial Group LTD's largest holding is Invesco QQQ Trust Series 1 with shares held of 338,789. Bouchey Financial Group LTD has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 28 13F filings

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06/30/2020

13F Activity

  • Market Value $474.523 Million
  • Prior Market Value $376.66 Million
  • New Purchases13 stocks
  • Additional Purchases35 stocks
  • Sold out of9 stocks
  • Reduced holdings in10 stocks
  • Top 10 Holdings % 74.85 %
  • Turnover % [1]:33.33%
  • Turnover Alt % [2]: 22.60 %
  • Time Held Top20:6.90 quarters
  • Time Held Top10:7.40 quarters
  • Time Held All:12.53 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 2020-05-15

Performance for Q1 2020: 21.6%
Performance Last 4 Quarters: 2.23%
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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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BOUCHEY FINANCIAL GROUP LTD
1819 FIFTH AVENUE
TROY NY    12180-3302
Country: United States

Business Phone: 518-720-3333
Fax: 518-874-5001
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Amount of client funds and securities: 95,273,400
Total Number of Clients: 741
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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BOUCHEY FINANCIAL GROUP LTD

ownership team - last updated 2020-06-23
Name Title Start Date Direct/Indirect % Ownership
BOUCHEY, STEVEN, BERNARD PRESIDENT 09/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD PRESIDENT direct 1995-09-01
BOUCHEY FINANCIAL GROUP LTD PRESIDENT & CCO direct 1995-09-01 2006-03-27
BOUCHEY FINANCIAL GROUP LTD PRESIDENT & CEO direct 1995-09-01 2007-04-04
BOUCHEY FINANCIAL GROUP LTD CHIEF COMPLIANCE OFFICER direct 1995-09-01 2012-05-21
SHIELDS, MARTIN, XAVIER VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER 02/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2013-02-01
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2013-02-01
BURNS MATTESON CAPITAL MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2009-01-01
BOUCHEY, RYAN, S VICE PRESIDENT 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD CHIEF FINANCIAL OFFICER AND VICE PRESIDENT direct 2012-09-01
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT direct 2012-09-01

BOUCHEY FINANCIAL GROUP LTD

ownership team - last updated 2020-03-25
Name Title Start Date Direct/Indirect % Ownership

BOUCHEY FINANCIAL GROUP LTD

ownership team - last updated 2019-10-16
Name Title Start Date Direct/Indirect % Ownership
BOUCHEY, STEVEN, BERNARD PRESIDENT 09/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD PRESIDENT direct 1995-09-01
BOUCHEY FINANCIAL GROUP LTD PRESIDENT & CCO direct 1995-09-01 2006-03-27
BOUCHEY FINANCIAL GROUP LTD PRESIDENT & CEO direct 1995-09-01 2007-04-04
BOUCHEY FINANCIAL GROUP LTD CHIEF COMPLIANCE OFFICER direct 1995-09-01 2012-05-21
SHIELDS, MARTIN, XAVIER VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER 02/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2013-02-01
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2013-02-01
BURNS MATTESON CAPITAL MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2009-01-01
BOUCHEY, RYAN, S VICE PRESIDENT 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD CHIEF FINANCIAL OFFICER AND VICE PRESIDENT direct 2012-09-01
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT direct 2012-09-01

BOUCHEY FINANCIAL GROUP LTD

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
BOUCHEY, STEVEN, BERNARD PRESIDENT 09/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD PRESIDENT direct 1995-09-01
BOUCHEY FINANCIAL GROUP LTD PRESIDENT & CCO direct 1995-09-01 2006-03-27
BOUCHEY FINANCIAL GROUP LTD PRESIDENT & CEO direct 1995-09-01 2007-04-04
BOUCHEY FINANCIAL GROUP LTD CHIEF COMPLIANCE OFFICER direct 1995-09-01 2012-05-21
SHIELDS, MARTIN, XAVIER VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER 02/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2013-02-01
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2013-02-01
BURNS MATTESON CAPITAL MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2009-01-01
BOUCHEY, RYAN, S VICE PRESIDENT 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD CHIEF FINANCIAL OFFICER AND VICE PRESIDENT direct 2012-09-01
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT direct 2012-09-01

BOUCHEY FINANCIAL GROUP LTD

ownership team - last updated 2018-06-05
Name Title Start Date Direct/Indirect % Ownership
BOUCHEY, STEVEN, BERNARD PRESIDENT 09/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD PRESIDENT direct 1995-09-01
BOUCHEY FINANCIAL GROUP LTD PRESIDENT & CCO direct 1995-09-01 2006-03-27
BOUCHEY FINANCIAL GROUP LTD PRESIDENT & CEO direct 1995-09-01 2007-04-04
BOUCHEY FINANCIAL GROUP LTD CHIEF COMPLIANCE OFFICER direct 1995-09-01 2012-05-21
SHIELDS, MARTIN, XAVIER VICE PRESIDENT, CHIEF COMPLIANCE OFFICER 02/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2013-02-01
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2013-02-01
BURNS MATTESON CAPITAL MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2009-01-01
BOUCHEY, RYAN, S VICE PRESIDENT 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOUCHEY FINANCIAL GROUP LTD CHIEF FINANCIAL OFFICER AND VICE PRESIDENT direct 2012-09-01
BOUCHEY FINANCIAL GROUP LTD VICE PRESIDENT direct 2012-09-01

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