John W. Rosenthal Capital Management is based out of Mishawaka. John W. Rosenthal Capital Management is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2019-02-28). Their last reported 13F filing for Q4 2019 included $106,692,091 in managed 13F securities and a top 10 holdings concentration of 37.54%. John W. Rosenthal Capital Management's largest holding is Lakeland Financial Corp. with shares held of 113,130. Whalewisdom has at least 13 13F filings
: 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.
: 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.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14
|Performance for Q3 2019:||11.34%|
|Performance Last 4 Quarters:||8.91%|
|SEC Registration as :|
|Form of Organization:||Corporation|
|Number of employees:|
|Other Business Activities:|
|Amount of client funds and securities:|
|Total Number of Clients:||0|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|