ELIOT FINKEL INVESTMENT COUNSEL, LLC

http://www.efinvest.com BEVERLY HILLS, CA Investment Advisor How do I update this listing?

Eliot Finkel Investment Counsel is based out of Beverly Hills. Eliot Finkel Investment Counsel is a large advisory firm with 210 clients and discretionary assets under management (AUM) of $147,523,490 (Form ADV from 2019-03-21). Their last reported 13F filing for Q4 2019 included $154,692,000 in managed 13F securities and a top 10 holdings concentration of 46.06%. Eliot Finkel Investment Counsel's largest holding is Norfolk Southern Corp. with shares held of 46,275. Eliot Finkel Investment Counsel has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 17 13F filings

Subscription Required

Equal-WT
WhaleScore 2.0

?

80

S&P 500
WhaleScore

?

Subscription Required

Original
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $154.692 Million
  • Prior Market Value $140.043 Million
  • New Purchases1 stock
  • Additional Purchases6 stocks
  • Sold out of1 stock
  • Reduced holdings in22 stocks
  • Top 10 Holdings % 46.06 %
  • Turnover % [1]:5.88%
  • Turnover Alt % [2]: 7.65 %
  • Time Held Top20:10.50 quarters
  • Time Held Top10:8.20 quarters
  • Time Held All:12.12 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 2020-02-14

Performance for Q4 2019: 0.77%
Performance Last 4 Quarters: 12.49%
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

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ELIOT FINKEL INVESTMENT COUNSEL, LLC
9401 WILSHIRE BOULEVARD SUITE 1250
BEVERLY HILLS CA    90212
Country: United States

Business Phone: 310-271-2521
Fax: 310-385-0624
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 210
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

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

FINKEL ELIOT MICHELOW

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
FINKEL, ELIOT, MICHELOW MANAGING MEMBER 09/01/1974 Direct 75% or more
Fund Name Position direct/indirect start date end date
FINKEL ELIOT MICHELOW MANAGING MEMBER direct 1974-09-01
FINKEL ELIOT MICHELOW PROPRIETOR direct 1974-09-01 2003-03-04
FINKEL ELIOT MICHELOW PARTNER direct 1974-09-01 2005-09-07
FINKEL, PETER, HELLER MEMBER, CHIEF COMPLIANCE OFFICER 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FINKEL ELIOT MICHELOW PARTNER direct 2004-01-01
FINKEL ELIOT MICHELOW MEMBER, CHIEF COMPLIANCE OFFICER direct 2004-01-01
FINKEL ELIOT MICHELOW MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2004-01-01
FINKEL ELIOT MICHELOW PARTNER, CHIEF COMPLIANCE OFFICER direct 2004-01-01

FINKEL ELIOT MICHELOW

ownership team - last updated 2017-03-09
Name Title Start Date Direct/Indirect % Ownership
FINKEL, ELIOT, MICHELOW MANAGING MEMBER 09/01/1974 Direct 75% or more
Fund Name Position direct/indirect start date end date
FINKEL ELIOT MICHELOW MANAGING MEMBER direct 1974-09-01
FINKEL ELIOT MICHELOW PROPRIETOR direct 1974-09-01 2003-03-04
FINKEL ELIOT MICHELOW PARTNER direct 1974-09-01 2005-09-07
FINKEL, PETER, HELLER MEMBER, CHIEF COMPLIANCE OFFICER 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FINKEL ELIOT MICHELOW PARTNER direct 2004-01-01
FINKEL ELIOT MICHELOW MEMBER, CHIEF COMPLIANCE OFFICER direct 2004-01-01
FINKEL ELIOT MICHELOW MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2004-01-01
FINKEL ELIOT MICHELOW PARTNER, CHIEF COMPLIANCE OFFICER direct 2004-01-01

WhaleScore history for ELIOT FINKEL INVESTMENT COUNSEL, LLC

You must have a subscription to view WhaleScore histories

Elevate your investments