KISTLER-TIFFANY COMPANIES, LLC

HTTP://WWW.KTADV.COM BERWYN, PA Investment Advisor How do I update this listing?

Kistler-tiffany Companies is based out of Berwyn. Kistler-tiffany Companies is a large advisory firm with 616 clients and discretionary assets under management (AUM) of $669,267,351 (Form ADV from 2019-03-19). Their last reported 13F filing for Q4 2019 included $285,260,000 in managed 13F securities and a top 10 holdings concentration of 49.88%. Kistler-tiffany Companies's largest holding is Vanguard Large-Cap ETF with shares held of 377,283. Kistler-tiffany Companies has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 35 13F filings

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67

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $285.26 Million
  • Prior Market Value $263.947 Million
  • New Purchases13 stocks
  • Additional Purchases114 stocks
  • Sold out of31 stocks
  • Reduced holdings in109 stocks
  • Top 10 Holdings % 49.88 %
  • Turnover % [1]:7.60%
  • Turnover Alt % [2]: 3.51 %
  • Time Held Top20:20.40 quarters
  • Time Held Top10:18.40 quarters
  • Time Held All:18.04 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 2019-11-14

Performance for Q3 2019: 7.72%
Performance Last 4 Quarters: 11.53%
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:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 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/A (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/A (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

KISTLER-TIFFANY ADVISORS
200 BERWYN PARK 920 CASSATT ROAD, SUITE 205
BERWYN PA    19312-1178
Country: United States

Business Phone: 610-722-3300
Fax: 610-722-3301
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 13
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 103,510,000
Total Number of Clients: 616
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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KISTLER-TIFFANY COMPANIES, LLC

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
ARNOLD, JAMES, HAMBLETON MANAGING MEMBER/PRINCIPAL 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KISTLER-TIFFANY ADVISORS MANAGING MEMBER/PRINCIPAL direct 2003-01-01
KOVACH, DAVID, STANLEY MANAGING MEMBER/PRINCIPAL 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KISTLER-TIFFANY ADVISORS MANAGING MEMBER/PRINCIPAL direct 2003-01-01
MORRISON, JEFFREY, ALLEN MANAGING MEMBER/PRINCIPAL 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KISTLER-TIFFANY ADVISORS MANAGING MEMBER/PRINCIPAL direct 2003-01-01
REDER, ANDREW, M CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/PRINCIPAL 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KISTLER-TIFFANY ADVISORS MANAGING MEMBER/PRINCIPAL direct 2003-01-01
KISTLER-TIFFANY COMPANIES, LLC CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/PRINCIPAL direct 2003-01-01
CONNER, MICHAEL, ANDREW MANAGING MEMBER/COO 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KISTLER-TIFFANY COMPANIES, LLC MANAGING MEMBER/COO direct 2019-01-01

KISTLER-TIFFANY COMPANIES, LLC

ownership team - last updated 2018-04-17
Name Title Start Date Direct/Indirect % Ownership
ARNOLD, JAMES, HAMBLETON MANAGING MEMBER/PRINCIPAL 01/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KISTLER-TIFFANY ADVISORS MANAGING MEMBER/PRINCIPAL direct 2003-01-01
KOVACH, DAVID, STANLEY MANAGING MEMBER/PRINCIPAL 01/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KISTLER-TIFFANY ADVISORS MANAGING MEMBER/PRINCIPAL direct 2003-01-01
MORRISON, JEFFREY, ALLEN MANAGING MEMBER/PRINCIPAL 01/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KISTLER-TIFFANY ADVISORS MANAGING MEMBER/PRINCIPAL direct 2003-01-01
REDER, ANDREW, M CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/PRINCIPAL 01/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KISTLER-TIFFANY ADVISORS MANAGING MEMBER/PRINCIPAL direct 2003-01-01
KISTLER-TIFFANY COMPANIES, LLC CHIEF COMPLIANCE OFFICER/MANAGING MEMBER/PRINCIPAL direct 2003-01-01

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