KMG FIDUCIARY PARTNERS, LLC

HTTPS://KMGFIDUCIARYPARTNERS.COM TOLEDO, OH Investment Advisor How do I update this listing?

KMG Fiduciary Partners is based out of Toledo. KMG Fiduciary Partners is a large advisory firm with 380 clients and discretionary assets under management (AUM) of $366,971,697 (Form ADV from 2019-02-06). Their last reported 13F filing for Q1 2019 included $263,371,000 in managed 13F securities and a top 10 holdings concentration of 39.99%. KMG Fiduciary Partners's largest holding is iShares Core S&P 500 ETF with shares held of 96,719. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $263.371 Million
  • Prior Market Value $219.996 Million
  • New Purchases18 stocks
  • Additional Purchases77 stocks
  • Sold out of1 stock
  • Reduced holdings in10 stocks
  • Top 10 Holdings % 39.99 %
  • Turnover % [1]:16.24%
  • Turnover Alt % [2]: 8.69 %
  • Time Held Top20:1.00 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.85 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 2019-05-15

Performance for Q1 2019: 4.68%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

KMG FIDUCIARY PARTNERS, LLC
7530 KINGS POINTE ROAD
TOLEDO OH    43617
Country: United States

Business Phone: (419) 517-8040
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 380
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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