NACHMAN NORWOOD & PARROTT, INC

HTTPS://WWW.NNPWEALTH.COM GREENVILLE, SC Investment Advisor How do I update this listing?

Nachman Norwood & Parrott is based out of Greenville. Nachman Norwood & Parrott is a large advisory firm with 1037 clients and discretionary assets under management (AUM) of $1,271,623,860 (Form ADV from 2019-04-29). Their last reported 13F filing for Q2 2019 included $555,782,000 in managed 13F securities and a top 10 holdings concentration of 46.65%. Nachman Norwood & Parrott's largest holding is Vanguard S&P 500 ETF with shares held of 248,677. Whalewisdom has at least 3 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $555.782 Million
  • Prior Market Value $536.27 Million
  • New Purchases20 stocks
  • Additional Purchases79 stocks
  • Sold out of9 stocks
  • Reduced holdings in91 stocks
  • Top 10 Holdings % 46.65 %
  • Turnover % [1]:12.13%
  • Turnover Alt % [2]: 3.21 %
  • Time Held Top20:1.70 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:1.79 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: 4.45%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

NACHMAN NORWOOD & PARROTT, INC.
1116 SOUTH MAIN STREET
GREENVILLE SC    29601-3300
Country: United States

Business Phone: 864-467-9800
Fax: 864-467-9443
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: SC
Number of employees: 16
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 360,819,000
Total Number of Clients: 1037
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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NACHMAN NORWOOD & PARROTT, INC.

ownership team - last updated 2019-01-17
Name Title Start Date Direct/Indirect % Ownership
DAVIS, GARY, CURTIS PARTNER AND VICE PRESIDENT 11/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
NACHMAN NORWOOD & PARROTT, INC. PARTNER AND VICE PRESIDENT direct 2018-11-01
NACHMAN, ALAN, ROBERT PARTNER AND PRESIDENT 11/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
NACHMAN NORWOOD & PARROTT, INC. PARTNER AND PRESIDENT direct 2018-11-01
NORWOOD, BENJAMIN, KING PARTNER AND SECRETARY 11/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
NACHMAN NORWOOD & PARROTT, INC. PARTNER AND SECRETARY direct 2018-11-01
SHEPPARD, ANGELA CHIEF COMPLIANCE OFFICER 01/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
NACHMAN NORWOOD & PARROTT, INC. CHIEF COMPLIANCE OFFICER direct 2019-01-01
CANNON, JAMES, ALVIN PARTNER 11/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
NACHMAN NORWOOD & PARROTT, INC. PARTNER direct 2018-11-01
MILLER, RUSSELL, B PARTNER AND TREASURER 11/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
NACHMAN NORWOOD & PARROTT, INC. PARTNER AND TREASURER direct 2018-11-01
BOYCE, WESLEY, MATTOX PARTNER 11/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
NACHMAN NORWOOD & PARROTT, INC. PARTNER direct 2018-11-01

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