PATTEN GROUP, INC.

HTTP://360PATTEN.COM CHATTANOOGA, TN Investment Advisor How do I update this listing?

Patten Group is based out of Chattanooga. Patten Group is a large advisory firm with 335 clients and discretionary assets under management (AUM) of $380,917,704 (Form ADV from 2017-05-01). Their last reported 13F filing for Q2 2019 included $244,530,000 in managed 13F securities and a top 10 holdings concentration of 25.71%. Patten Group's largest holding is Coca Cola Co. with shares held of 229,548. Patten Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 20 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $244.53 Million
  • Prior Market Value $232.33 Million
  • New Purchases19 stocks
  • Additional Purchases87 stocks
  • Sold out of5 stocks
  • Reduced holdings in86 stocks
  • Top 10 Holdings % 25.71 %
  • Turnover % [1]:11.65%
  • Turnover Alt % [2]: 5.11 %
  • Time Held Top20:10.90 quarters
  • Time Held Top10:10.20 quarters
  • Time Held All:15.14 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: 4.0%
Performance Last 4 Quarters: 6.14%
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:
  • 2019-06-30 - 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/A (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)

View Last Form Adv Compilation Report on Record

THE PATTEN GROUP, INC.
832 GEORGIA AVENUE SUITE 360
CHATTANOOGA TN    37402
Country: United States

Business Phone: 423-531-0360
Fax: 423-805-3920
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TN
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 121,049,000
Total Number of Clients: 335
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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THE PATTEN GROUP, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
PATTEN, ZEBOIM, CARTTER PRINCIPAL 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE PATTEN GROUP, INC. PRINCIPAL direct 2014-03-01
PATTEN & PATTEN INC CHAIRMAN OF THE BOARD direct 1976-03-01 2003-03-31
PATTEN AND PATTEN, INC. CHAIRMAN direct 1976-04-01 2014-03-27
ZINGRICH, ADRIENNE, LANA CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ABJB, LLC CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER direct 2014-12-01
THE PATTEN GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2016-01-01

THE PATTEN GROUP, INC.

ownership team - last updated 2018-04-06
Name Title Start Date Direct/Indirect % Ownership
PATTEN, ZEBOIM, CARTTER PRINCIPAL 03/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE PATTEN GROUP, INC. PRINCIPAL direct 2014-03-01
PATTEN & PATTEN INC CHAIRMAN OF THE BOARD direct 1976-03-01 2003-03-31
PATTEN AND PATTEN, INC. CHAIRMAN direct 1976-04-01 2014-03-27
ZINGRICH, ADRIENNE, LANA CHIEF COMPLIANCE OFFICER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ABJB, LLC CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER direct 2014-12-01
THE PATTEN GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2016-01-01

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