MOSELEY INVESTMENT MANAGEMENT INC

HTTPS://WWW.LINKEDIN.COM/COMPANY/MOSELEY-INVESTMENT-MANAGEMENT-INC-/ BRADENTON, FL Investment Advisor How do I update this listing?

Moseley Investment Management is based out of Bradenton. Moseley Investment Management is a large advisory firm with 285 clients and discretionary assets under management (AUM) of $172,301,487 (Form ADV from 2019-08-28). Their last reported 13F filing for Q4 2019 included $101,783,000 in managed 13F securities and a top 10 holdings concentration of 28.62%. Moseley Investment Management's largest holding is Apple Inc with shares held of 16,334. Whalewisdom has at least 4 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $101.783 Million
  • Prior Market Value $95.331 Million
  • New Purchases21 stocks
  • Additional Purchases36 stocks
  • Sold out of9 stocks
  • Reduced holdings in58 stocks
  • Top 10 Holdings % 28.62 %
  • Turnover % [1]:24.39%
  • Turnover Alt % [2]: 13.96 %
  • Time Held Top20:2.05 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:2.46 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: 7.31%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.

View Last Form Adv Compilation Report on Record

MOSELEY INVESTMENT MANAGEMENT, INC.
1724 MANATEE AVENUE W
BRADENTION FL    34205
Country: United States

Business Phone: 941-745-2799
Fax: 941-746-1424
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 30,141,500
Total Number of Clients: 285
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

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

MOSELEY INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2019-08-28
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, SUSAN, SHEPARD PRESIDENT 01/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-01-01
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT direct 1993-01-01
Villalobos, DINA, L CCO 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. CCO direct 2016-01-01
MOSELEY, RYAN, THOMAS VICE PRESIDENT 11/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2018-11-01

MOSELEY INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, SUSAN, SHEPARD PRESIDENT 01/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-01-01
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT direct 1993-01-01
Villalobos, DINA, L CCO 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. CCO direct 2016-01-01
MOSELEY, RYAN, THOMAS VICE PRESIDENT 11/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2018-11-01

MOSELEY INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2017-04-04
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, SUSAN, SHEPARD PRESIDENT 01/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-01-01
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT direct 1993-01-01
Villalobos, DINA, L CCO 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. CCO direct 2016-01-01

Elevate your investments