LINSCOMB & WILLIAMS, INC.

HTTP://WWW.LINSCOMB-WILLIAMS.COM HOUSTON, TX Investment Advisor How do I update this listing?

Linscomb & Williams is based out of Houston. Linscomb & Williams is a large advisory firm with 1622 clients and discretionary assets under management (AUM) of $2,808,702,381 (Form ADV from 2019-03-29). Their last reported 13F filing for Q3 2019 included $1,243,960,000 in managed 13F securities and a top 10 holdings concentration of 55.51%. Linscomb & Williams's largest holding is Vanguard FTSE Developed Markets ETF with shares held of 3,834,230. Linscomb & Williams has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 60 13F filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $1.244 Billion
  • Prior Market Value $1.219 Billion
  • New Purchases16 stocks
  • Additional Purchases138 stocks
  • Sold out of10 stocks
  • Reduced holdings in76 stocks
  • Top 10 Holdings % 55.51 %
  • Turnover % [1]:9.52%
  • Turnover Alt % [2]: 2.35 %
  • Time Held Top20:30.55 quarters
  • Time Held Top10:35.40 quarters
  • Time Held All:24.46 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: 8.89%
Performance Last 4 Quarters: 12.04%
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:
  • 2019-09-30 - 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 (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 (Subscription required)

View Last Form Adv Compilation Report on Record

LINSCOMB & WILLIAMS
1400 POST OAK BLVD SUITE 1000
HOUSTON TX    77056
Country: United States

Business Phone: 713-840-1000
Fax: 713-840-7802
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TX
Number of employees: 48
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 2,808,700,000
Total Number of Clients: 1622
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 - Recent Insider Transactions

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LINSCOMB & WILLIAMS INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
WILLIAMS, JOSEPH, HAROLD CHAIRMAN & CHIEF EXECUTIVE OFFICER 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC PRESIDENT & CEO direct 2011-03-01
LINSCOMB & WILLIAMS INC TREASURER direct 1976-12-01 2003-06-20
LINSCOMB & WILLIAMS INC TREASURER & COMPLIANCE OFCR direct 1976-12-01 2005-03-28
LINSCOMB & WILLIAMS INC CHIEF COMPLIANCE OFFICER direct 1976-12-01 2005-04-21
LINSCOMB & WILLIAMS INC EXEC VP & CHIEF COMPLIANCE OFFICER direct 1976-12-01 2009-11-19
LINSCOMB & WILLIAMS INC PRESIDENT & CEO direct 2010-01-01 2010-10-12
LINSCOMB & WILLIAMS INC PRESIDENT, CEO & COO direct 2011-03-01 2013-07-15
CHRISTOPHERSON, GEORGE, WALTER VICE CHAIRMAN 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC EXECUTIVE VICE PRESIDENT direct 2011-03-01
LINSCOMB & WILLIAMS INC SECRETARY direct 1982-09-01 2005-04-21
LINSCOMB & WILLIAMS INC EXEC VICE PRESIDENT direct 1982-09-01 2010-10-12
LINSCOMB & WILLIAMS INC VICE CHAIRMAN & CHIEF INVESTMENT OFFICER direct 2011-03-01 2013-07-15
AULBACH, JAMES, CHARLES CHIEF COMPLIANCE OFFICER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC CHIEF COMPLIANCE OFFICER direct 2009-07-01
CADENCE BANK, N.A. PARENT COMPANY 07/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC PARENT COMPANY direct 2012-07-01
MURPHY, PAUL, B DIRECTOR 08/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC CHAIRMAN direct 2012-08-01
HOLMES, RUDOLPH, HENRY DIRECTOR 08/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC DIRECTOR direct 2012-08-01
OKWUONU, LYNNETTE, DIANE EXECUTIVE VICE PRESIDENT & CFO/CONTROLLER 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC EXECUTIVE VICE PRESIDENT & CFO/CONTROLLER direct 2015-03-01
HAMMAN, PHILLIP, PAUL PRESIDENT & DIRECTOR OF WEALTH MANAGEMENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC EXECUTIVE VICE PRESIDENT & DIRECTOR OF WEALTH MANAGEMENT direct 2013-04-01
PATTERSON, RYAN, LENN EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER 02/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER direct 2014-02-01
FRANKLIN, MARY, KATHERINE DIRECTOR 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC DIRECTOR direct 2019-01-01

LINSCOMB & WILLIAMS INC

ownership team - last updated 2017-08-11
Name Title Start Date Direct/Indirect % Ownership
PATTERSON, RYAN, LENN EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER 02/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT OFFICER direct 2014-02-01
SKOLASKI, WENDEL, EMERSON DIRECTOR 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC DIRECTOR direct 2015-12-01
AMEGY INVESTMENTS, INC. DIRECTOR/SVP/PRIVATE BANKING direct 2011-07-01
HAMMAN, PHILLIP, PAUL EXECUTIVE VICE PRESIDENT & DIRECTOR OF WEALTH MANAGEMENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC EXECUTIVE VICE PRESIDENT & DIRECTOR OF WEALTH MANAGEMENT direct 2013-04-01
OKWUONU, LYNNETTE, DIANE EXECUTIVE VICE PRESIDENT & CFO/CONTROLLER 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC EXECUTIVE VICE PRESIDENT & CFO/CONTROLLER direct 2015-03-01
HOLMES, RUDOLPH, HENRY DIRECTOR 08/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC DIRECTOR direct 2012-08-01
MURPHY, PAUL, B CHAIRMAN 08/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC CHAIRMAN direct 2012-08-01
CADENCE BANK, N.A. PARENT COMPANY 07/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC PARENT COMPANY direct 2012-07-01
AULBACH, JAMES, CHARLES CHIEF COMPLIANCE OFFICER 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC CHIEF COMPLIANCE OFFICER direct 2009-07-01
CHRISTOPHERSON, GEORGE, WALTER EXECUTIVE VICE PRESIDENT 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC EXECUTIVE VICE PRESIDENT direct 2011-03-01
LINSCOMB & WILLIAMS INC SECRETARY direct 1982-09-01 2005-04-21
LINSCOMB & WILLIAMS INC EXEC VICE PRESIDENT direct 1982-09-01 2010-10-12
LINSCOMB & WILLIAMS INC VICE CHAIRMAN & CHIEF INVESTMENT OFFICER direct 2011-03-01 2013-07-15
WILLIAMS, JOSEPH, HAROLD PRESIDENT & CEO 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LINSCOMB & WILLIAMS INC PRESIDENT & CEO direct 2011-03-01
LINSCOMB & WILLIAMS INC TREASURER direct 1976-12-01 2003-06-20
LINSCOMB & WILLIAMS INC TREASURER & COMPLIANCE OFCR direct 1976-12-01 2005-03-28
LINSCOMB & WILLIAMS INC CHIEF COMPLIANCE OFFICER direct 1976-12-01 2005-04-21
LINSCOMB & WILLIAMS INC EXEC VP & CHIEF COMPLIANCE OFFICER direct 1976-12-01 2009-11-19
LINSCOMB & WILLIAMS INC PRESIDENT & CEO direct 2010-01-01 2010-10-12
LINSCOMB & WILLIAMS INC PRESIDENT, CEO & COO direct 2011-03-01 2013-07-15

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