FLIPPIN BRUCE & PORTER INC

HTTP://WWW.FBPINC.COM LYNCHBURG, VA Investment Advisor How do I update this listing?

Flippin Bruce & Porter is based out of Lynchburg. Flippin Bruce & Porter is a large advisory firm with 391 clients and discretionary assets under management (AUM) of $553,843,000 (Form ADV from 2018-03-29). Their last reported 13F filing for Q4 2018 included $508,986,000 in managed 13F securities and a top 10 holdings concentration of 26.08%. Flippin Bruce & Porter's largest holding is JPMorgan Chase & Co. (Chemical Bank) with shares held of 177,454. Flippin Bruce & Porter has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 75 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $508.986 Million
  • Prior Market Value $538.369 Million
  • New Purchases3 stocks
  • Additional Purchases53 stocks
  • Sold out of1 stock
  • Reduced holdings in19 stocks
  • Top 10 Holdings % 26.08 %
  • Turnover % [1]:5.19%
  • Turnover Alt % [2]: 13.12 %
  • Time Held Top20:13.25 quarters
  • Time Held Top10:12.50 quarters
  • Time Held All:32.34 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 2019-02-14

Performance for Q4 2018: -2.13%
Performance Last 4 Quarters: 2.52%
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:
  • 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 (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR/A (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/A (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

FLIPPIN BRUCE & PORTER INC
800 MAIN STREET 2ND FLOOR
LYNCHBURG VA    24504-1508
Country: United States

Business Phone: 434-845-4900
Fax: 434-846-3846
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: VA
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,ASSETS UNDER A RESEARCH PROVIDER ARRANGEMENT
Amount of client funds and securities: 69,488,500
Total Number of Clients: 391
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 - Non-derivative Insider Transactions Since 12/31/2018

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FLIPPIN BRUCE & PORTER INC

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
BRUCE, JOHN, THOMAS DIRECTOR/PRESIDENT/EXECUTIVE COMMITTEE 03/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FLIPPIN BRUCE & PORTER INC DIRECTOR/PRESIDENT/EXECUTIVE COMMITTEE direct 2008-03-01
FLIPPIN BRUCE & PORTER INC DIRECTOR/TREASURER direct 1985-04-01 2001-01-31
FLIPPIN BRUCE & PORTER INC DIRECTOR/TREASURER/EXECUTIVE COMMITTEE direct 1985-04-01 2007-03-02
MARSHALL, DAVID, JARRELL DIRECTOR/SECRETARY/EXECUTIVE COMMITTEE 03/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FLIPPIN BRUCE & PORTER INC DIRECTOR/SECRETARY/EXECUTIVE COMMITTEE direct 2008-03-01
FLIPPIN BRUCE & PORTER INC EXECUTIVE COMMITTEE direct 2002-01-01 2007-03-02
HANNA, JOHN, HENRY DIRECTOR/VICE PRESIDENT/EXECUTIVE COMMITTEE 03/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
FLIPPIN BRUCE & PORTER INC DIRECTOR/VICE PRESIDENT/EXECUTIVE COMMITTEE direct 2008-03-01
FLIPPIN BRUCE & PORTER INC EXECUTIVE COMMITTEE direct 2002-01-01 2007-03-02
SANDERSON, TERESA, LAYNE CHIEF COMPLIANCE OFFICER 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
FLIPPIN BRUCE & PORTER INC COMPLIANCE OFFICER direct 2004-01-01
FLIPPIN BRUCE & PORTER INC CHIEF COMPLIANCE OFFICER direct 2004-01-01
WATSON, MICHAEL, EUGENE TREASURER/CONTROLLER 03/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
FLIPPIN BRUCE & PORTER INC CONTROLLER direct 1997-06-01
FLIPPIN BRUCE & PORTER INC TREASURER/CONTROLLER direct 2008-03-01
DARDEN, NORMAN, DELMAS EXECUTIVE COMMITTEE 03/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
FLIPPIN BRUCE & PORTER INC EXECUTIVE COMMITTEE direct 2008-03-01

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