QUESTAR ASSET MANAGEMENT, INC.

HTTP://WWW.QUESTARCAPITAL.COM MINNEAPOLIS, MN Investment Advisor How do I update this listing?

Questar Asset Management is based out of Minneapolis. Questar Asset Management is a large advisory firm with 3925 clients and discretionary assets under management (AUM) of $115,690,026 (Form ADV from 2019-02-04). Their last reported 13F filing for Q4 2018 included $84,990,000 in managed 13F securities and a top 10 holdings concentration of 35.25%. Questar Asset Management's largest holding is iShares U.S. Real Estate ETF with shares held of 58,377. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

QUESTAR ASSET MANAGEMENT, INC.
5701 GOLDEN HILLS DRIVE
MINNEAPOLIS MN    55416
Country: United States

Business Phone: 888-446-5872
Fax: 763-765-5996
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Related Advisor
Form of Organization: Corporation
Organized in: MN
Number of employees: 501
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 3925
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (2),11.C (5),11.D (1),11.D (2),11.D (4),11.E (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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