MCCOLLUM CHRISTOFERSON GROUP LLC

HTTP://WWW.MCCOLLUM-CHRISTOFERSON.COM/ AMHERST, NY Investment Advisor How do I update this listing?

Mccollum Christoferson Group is based out of Amherst. Mccollum Christoferson Group is a large advisory firm with 457 clients and discretionary assets under management (AUM) of $355,309,324 (Form ADV from 2019-10-01). Their last reported 13F filing for Q2 2020 included $308,050,000 in managed 13F securities and a top 10 holdings concentration of 32.95%. Mccollum Christoferson Group's largest holding is West Pharmaceutical Services Inc with shares held of 63,884. Whalewisdom has at least 11 13F filings

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06/30/2020

13F Activity

  • Market Value $308.05 Million
  • Prior Market Value $250.315 Million
  • New Purchases6 stocks
  • Additional Purchases16 stocks
  • Sold out of4 stocks
  • Reduced holdings in40 stocks
  • Top 10 Holdings % 32.95 %
  • Turnover % [1]:15.38%
  • Turnover Alt % [2]: 4.99 %
  • Time Held Top20:6.90 quarters
  • Time Held Top10:4.30 quarters
  • Time Held All:8.11 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 30.46%
Performance Last 4 Quarters: 12.17%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MCCOLLUM CHRISTOFERSON GROUP, LLC
500 CORPORATE PARKWAY SUITE 210
AMHERST NY    14226
Country: United States

Business Phone: (716) 854-5400
Fax: (716) 247-5298
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 457
Amount of client funds and securities by related persons: 14,483,800
Total Number of clients from related persons: 7
Disclosures:
Data above was derived from SEC filings.

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MCCOLLUM CHRISTOFERSON GROUP, LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
CHRISTOFERSON, KATHERINE, ANN CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 10/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
HAROLD C. BROWN & CO., INC. CEO, MANAGING DIRECTOR, CORPORATE SECRETARY direct 2001-07-01
HAROLD C. BROWN & CO., LLC CEO/MANAGING MEMBER direct 2002-04-01
ZENYATTA ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER direct 2015-10-01
HAROLD C. BROWN & CO., INC. EXECUTIVE VICE PRESIDENT, SECRETARY direct 2000-01-01 2001-06-04
HAROLD C. BROWN & CO., LLC CEO/MANAGING DIRECTOR/SECRETARY direct 2002-04-01 2004-01-06
HAROLD C. BROWN & CO., LLC OWNER indirect 2002-05-01 2007-03-16
HAROLD C. BROWN & CO., LLC CEO/SECRETARY direct 2002-04-01 2008-07-22
HAROLD C. BROWN & CO., LLC CEO/SECRETARY/MEMBER/MANAGER direct 2002-04-01 2008-08-13
HAROLD C. BROWN & CO., LLC CEO/MEMBER direct 2002-04-01 2011-01-05

MCCOLLUM CHRISTOFERSON GROUP, LLC

ownership team - last updated 2020-02-28
Name Title Start Date Direct/Indirect % Ownership

MCCOLLUM CHRISTOFERSON GROUP, LLC

ownership team - last updated 2019-02-27
Name Title Start Date Direct/Indirect % Ownership
CHRISTOFERSON, KATHERINE, ANN CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 10/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
HAROLD C. BROWN & CO., INC. CEO, MANAGING DIRECTOR, CORPORATE SECRETARY direct 2001-07-01
HAROLD C. BROWN & CO., LLC CEO/MANAGING MEMBER direct 2002-04-01
ZENYATTA ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER direct 2015-10-01
HAROLD C. BROWN & CO., INC. EXECUTIVE VICE PRESIDENT, SECRETARY direct 2000-01-01 2001-06-04
HAROLD C. BROWN & CO., LLC CEO/MANAGING DIRECTOR/SECRETARY direct 2002-04-01 2004-01-06
HAROLD C. BROWN & CO., LLC OWNER indirect 2002-05-01 2007-03-16
HAROLD C. BROWN & CO., LLC CEO/SECRETARY direct 2002-04-01 2008-07-22
HAROLD C. BROWN & CO., LLC CEO/SECRETARY/MEMBER/MANAGER direct 2002-04-01 2008-08-13
HAROLD C. BROWN & CO., LLC CEO/MEMBER direct 2002-04-01 2011-01-05

MCCOLLUM CHRISTOFERSON GROUP, LLC

ownership team - last updated 2017-09-29
Name Title Start Date Direct/Indirect % Ownership
CHRISTOFERSON, KATHERINE, ANN CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 10/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
HAROLD C. BROWN & CO., INC. CEO, MANAGING DIRECTOR, CORPORATE SECRETARY direct 2001-07-01
HAROLD C. BROWN & CO., LLC CEO/MANAGING MEMBER direct 2002-04-01
ZENYATTA ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER direct 2015-10-01
HAROLD C. BROWN & CO., INC. EXECUTIVE VICE PRESIDENT, SECRETARY direct 2000-01-01 2001-06-04
HAROLD C. BROWN & CO., LLC CEO/MANAGING DIRECTOR/SECRETARY direct 2002-04-01 2004-01-06
HAROLD C. BROWN & CO., LLC OWNER indirect 2002-05-01 2007-03-16
HAROLD C. BROWN & CO., LLC CEO/SECRETARY direct 2002-04-01 2008-07-22
HAROLD C. BROWN & CO., LLC CEO/SECRETARY/MEMBER/MANAGER direct 2002-04-01 2008-08-13
HAROLD C. BROWN & CO., LLC CEO/MEMBER direct 2002-04-01 2011-01-05

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