PERSONAL CAPITAL ADVISORS CORP

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Personal Capital Advisors Corp is based out of San Francisco. Personal Capital Advisors Corp is a large advisory firm with 19295 clients and discretionary assets under management (AUM) of $8,558,609,158 (Form ADV from 2019-06-11). Their last reported 13F filing for Q3 2019 included $10,484,261,000 in managed 13F securities and a top 10 holdings concentration of 43.9%. Personal Capital Advisors Corp's largest holding is Schwab International Equity ETF with shares held of 40,108,613. Personal Capital Advisors Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 28 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $10.484 Billion
  • Prior Market Value $9.846 Billion
  • New Purchases53 stocks
  • Additional Purchases252 stocks
  • Sold out of11 stocks
  • Reduced holdings in53 stocks
  • Top 10 Holdings % 43.90 %
  • Turnover % [1]:17.68%
  • Turnover Alt % [2]: 7.47 %
  • Time Held Top20:16.85 quarters
  • Time Held Top10:16.90 quarters
  • Time Held All:9.89 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: 4.9%
Performance Last 4 Quarters: 10.79%
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/A (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR/A (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR/A (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PERSONAL CAPITAL ADVISORS CORPORATION
250 MONTGOMERY STREET SUITE 700
SAN FRANCISCO CA    94104
Country: United States

Business Phone: 415-800-5922
Fax: 650-362-1871
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 236
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 19295
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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PERSONAL CAPITAL ADVISORS CORPORATION

ownership team - last updated 2019-06-11
Name Title Start Date Direct/Indirect % Ownership
BIRK, CRAIG, ALAN CHIEF INVESTMENT OFFICER 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERSONAL CAPITAL ADVISORS CORPORATION DIRECTOR OF PORTFOLIO MANAGEMENT direct 2011-03-01
PERSONAL CAPITAL ADVISORS CORPORATION VICE PRESIDENT OF PORTFOLIO MANAGEMENT direct 2011-03-01
HARRIS, WILLIAM, HAMILTON FOUNDER 10/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MYVEST CORPORATION DIRECTOR, CHAIRMAN & SEC direct 2002-12-01
PERSONAL CAPITAL CORPORATION SHAREHOLDER & CHAIRMAN direct 2005-02-01
MYVEST CORPORATION SHAREHOLDER & CHAIRMAN direct 2005-03-01
SAFECORP ADVISORS CORPORATION CHAIRMAN, CHIEF EXECUTIVE OFFICER direct 2009-06-01
PERSONAL CAPITAL ADVISORS CORPORATION CHAIRMAN, CHIEF EXECUTIVE OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHAIRMAN, DIRECTOR direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION SHAREHOLDER indirect 2009-10-01
MYVEST ADVISORS CORPORATION CHAIRMAN indirect 2001-12-01
MYVEST ADVISORS CORPORATION DIRECTOR direct 2013-02-01
RYAN, KYLE, CARROLL EXECUTIVE VICE PRESIDENT OF ADVISORY SERVICES 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAFECORP ADVISORS CORPORATION DIRECTOR OF INVESTMENT SALES AND SERVICE direct 2010-10-01
PERSONAL CAPITAL ADVISORS CORPORATION VICE PRESIDENT OF ADVISORY SERVICES direct 2010-10-01
PERSONAL CAPITAL CORPORATION PARENT CORPORATION 12/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
SAFECORP ADVISORS CORPORATION PARENT CORPORATION direct 2009-12-01
SHAH, JAY CHIEF EXECUTIVE OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAFECORP ADVISORS CORPORATION CHIEF INFORMATION OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF OPERATING OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF OPERATIONS OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF EXECUTIVE OFFICER direct 2016-07-01
Armsby, Michael, William CHIEF FINANCIAL OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF FINANCIAL OFFICER direct 2016-07-01
AMADIA, A. ALLISON CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL 04/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERSONAL CAPITAL ADVISORS CORPORATION GENERAL COUNSEL direct 2018-05-01

PERSONAL CAPITAL ADVISORS CORPORATION

ownership team - last updated 2019-02-21
Name Title Start Date Direct/Indirect % Ownership
HARRIS, WILLIAM, HAMILTON FOUNDER 10/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MYVEST CORPORATION DIRECTOR, CHAIRMAN & SEC direct 2002-12-01
PERSONAL CAPITAL CORPORATION SHAREHOLDER & CHAIRMAN direct 2005-02-01
MYVEST CORPORATION SHAREHOLDER & CHAIRMAN direct 2005-03-01
SAFECORP ADVISORS CORPORATION CHAIRMAN, CHIEF EXECUTIVE OFFICER direct 2009-06-01
PERSONAL CAPITAL ADVISORS CORPORATION CHAIRMAN, CHIEF EXECUTIVE OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHAIRMAN, DIRECTOR direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION SHAREHOLDER indirect 2009-10-01
MYVEST ADVISORS CORPORATION CHAIRMAN indirect 2001-12-01
MYVEST ADVISORS CORPORATION DIRECTOR direct 2013-02-01
RYAN, KYLE, CARROLL EXECUTIVE VICE PRESIDENT OF ADVISORY SERVICES 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAFECORP ADVISORS CORPORATION DIRECTOR OF INVESTMENT SALES AND SERVICE direct 2010-10-01
PERSONAL CAPITAL ADVISORS CORPORATION VICE PRESIDENT OF ADVISORY SERVICES direct 2010-10-01
PERSONAL CAPITAL CORPORATION PARENT CORPORATION 12/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
SAFECORP ADVISORS CORPORATION PARENT CORPORATION direct 2009-12-01
BIRK, CRAIG, ALAN CHIEF INVESTMENT OFFICER 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERSONAL CAPITAL ADVISORS CORPORATION DIRECTOR OF PORTFOLIO MANAGEMENT direct 2011-03-01
PERSONAL CAPITAL ADVISORS CORPORATION VICE PRESIDENT OF PORTFOLIO MANAGEMENT direct 2011-03-01
SHAH, JAY CHIEF EXECUTIVE OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAFECORP ADVISORS CORPORATION CHIEF INFORMATION OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF OPERATING OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF OPERATIONS OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF EXECUTIVE OFFICER direct 2016-07-01
CASTELLY, JOHN, L CHIEF COMPLIANCE OFFICER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF COMPLIANCE OFFICER direct 2015-07-01
MYVEST ADVISORS CORPORATION CCO direct 2015-07-01
Armsby, Michael, William CHIEF FINANCIAL OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF FINANCIAL OFFICER direct 2016-07-01
AMADIA, ALLISON GENERAL COUNSEL 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERSONAL CAPITAL ADVISORS CORPORATION GENERAL COUNSEL direct 2018-05-01

PERSONAL CAPITAL ADVISORS CORPORATION

ownership team - last updated 2018-04-12
Name Title Start Date Direct/Indirect % Ownership
HARRIS, WILLIAM, HAMILTON FOUNDER 10/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MYVEST CORPORATION DIRECTOR, CHAIRMAN & SEC direct 2002-12-01
PERSONAL CAPITAL CORPORATION SHAREHOLDER & CHAIRMAN direct 2005-02-01
MYVEST CORPORATION SHAREHOLDER & CHAIRMAN direct 2005-03-01
SAFECORP ADVISORS CORPORATION CHAIRMAN, CHIEF EXECUTIVE OFFICER direct 2009-06-01
PERSONAL CAPITAL ADVISORS CORPORATION CHAIRMAN, CHIEF EXECUTIVE OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHAIRMAN, DIRECTOR direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION SHAREHOLDER indirect 2009-10-01
MYVEST ADVISORS CORPORATION CHAIRMAN indirect 2001-12-01
MYVEST ADVISORS CORPORATION DIRECTOR direct 2013-02-01
RYAN, KYLE, CARROLL EXECUTIVE VICE PRESIDENT OF ADVISORY SERVICES 10/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAFECORP ADVISORS CORPORATION DIRECTOR OF INVESTMENT SALES AND SERVICE direct 2010-10-01
PERSONAL CAPITAL ADVISORS CORPORATION VICE PRESIDENT OF ADVISORY SERVICES direct 2010-10-01
PERSONAL CAPITAL CORPORATION PARENT CORPORATION 12/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
SAFECORP ADVISORS CORPORATION PARENT CORPORATION direct 2009-12-01
BIRK, CRAIG, ALAN EXECUTIVE VICE PRESIDENT OF PORTFOLIO MANAGEMENT 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERSONAL CAPITAL ADVISORS CORPORATION DIRECTOR OF PORTFOLIO MANAGEMENT direct 2011-03-01
PERSONAL CAPITAL ADVISORS CORPORATION VICE PRESIDENT OF PORTFOLIO MANAGEMENT direct 2011-03-01
SHAH, JAY CHIEF EXECUTIVE OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SAFECORP ADVISORS CORPORATION CHIEF INFORMATION OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF OPERATING OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF OPERATIONS OFFICER direct 2009-10-01
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF EXECUTIVE OFFICER direct 2016-07-01
CASTELLY, JOHN, L CHIEF COMPLIANCE OFFICER 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF COMPLIANCE OFFICER direct 2015-07-01
MYVEST ADVISORS CORPORATION CCO direct 2015-07-01
Armsby, Michael, William CHIEF FINANCIAL OFFICER 07/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERSONAL CAPITAL ADVISORS CORPORATION CHIEF FINANCIAL OFFICER direct 2016-07-01
INSTITUTIONAL VENTURE PARTNERS XII, LP SHAREHOLDER PERSONAL CAPITAL CORPORATION 06/01/2010 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
SAFECORP ADVISORS CORPORATION SHAREHOLDER indirect 2010-06-01

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