POINT VIEW WEALTH MANAGEMENT, INC.

HTTP://WWW.PTVIEW.COM SUMMIT, NJ Investment Advisor How do I update this listing?

Point View Wealth Management is based out of Summit. Point View Wealth Management is a large advisory firm with 159 clients and discretionary assets under management (AUM) of $304,571,186 (Form ADV from 2019-09-27). Their last reported 13F filing for Q3 2019 included $220,844,000 in managed 13F securities and a top 10 holdings concentration of 15.59%. Point View Wealth Management's largest holding is Microsoft Corp. with shares held of 42,841. Point View Wealth Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 28 13F filings

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68

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $220.844 Million
  • Prior Market Value $234.949 Million
  • New Purchases8 stocks
  • Additional Purchases40 stocks
  • Sold out of10 stocks
  • Reduced holdings in190 stocks
  • Top 10 Holdings % 15.59 %
  • Turnover % [1]:6.62%
  • Turnover Alt % [2]: 8.53 %
  • Time Held Top20:11.40 quarters
  • Time Held Top10:10.30 quarters
  • Time Held All:15.57 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 2019-08-14

Performance for Q2 2019: -2.39%
Performance Last 4 Quarters: 4.39%
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 (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

POINT VIEW WEALTH MANAGEMENT, INC.
382 SPRINGFIELD AVENUE SUITE 208
SUMMIT NJ    07901-2707
Country: United States

Business Phone: 908-598-1717
Fax: 419-844-0922
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NJ
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 159
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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POINT VIEW WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-09-27
Name Title Start Date Direct/Indirect % Ownership
DIETZE, DAVID, GODDEN PRESIDENT AND CHIEF INVESTMENT STRATEGIST 01/01/1993 Direct less than 5%
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC PRESIDENT direct 1993-01-01
TOTH, CLAIRE, ELLEN VP AND TREASURER 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC VP/CHIEF COMPLIANCE OFFICER direct 1999-03-01
ALVARADO, KAREN, JOHANNA CHIEF COMPLIANCE OFFICER 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SECRETARY direct 2017-10-01
PEAPACK-GLADSTONE BANK SHAREHOLDER 09/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER direct 2017-07-01
POLAND, TODD, MARTIN GENERAL COUNSEL/SECRETARY 09/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
LASSUS WHERLEY & ASSOCIATES, INC. GENERAL COUNSEL/SECRETARY direct 2018-08-01
PEPACK-GLADSTONE FINANCIAL CORPORATION SHAREHOLDER PEAPACK-GLADSTONE BANK 08/01/1997 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MURPHY CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1997-08-01

POINT VIEW WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
DIETZE, DAVID, GODDEN PRESIDENT 01/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC PRESIDENT direct 1993-01-01
TOTH, CLAIRE, ELLEN VP/CHIEF COMPLIANCE OFFICER 03/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC VP/CHIEF COMPLIANCE OFFICER direct 1999-03-01

POINT VIEW WEALTH MANAGEMENT, INC.

ownership team - last updated 2017-02-08
Name Title Start Date Direct/Indirect % Ownership
DIETZE, DAVID, GODDEN PRESIDENT 01/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC PRESIDENT direct 1993-01-01
TOTH, CLAIRE, ELLEN VP/CHIEF COMPLIANCE OFFICER 03/01/1999 Direct less than 5%
Fund Name Position direct/indirect start date end date
POINT VIEW FINANCIAL SERVICES INC VP/CHIEF COMPLIANCE OFFICER direct 1999-03-01

WhaleScore history for POINT VIEW WEALTH MANAGEMENT, INC.

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