ROBLE, BELKO & COMPANY, INC

https://roblebelko.com/ SEWICKLEY, PA Investment Advisor How do I update this listing?

Roble, Belko & Company is based out of Sewickley. Roble, Belko & Company is a large advisory firm with 163 clients and discretionary assets under management (AUM) of $747,364,080 (Form ADV from 2019-11-01). Their last reported 13F filing for Q1 2020 included $309,264,000 in managed 13F securities and a top 10 holdings concentration of 52.86%. Roble, Belko & Company's largest holding is Vanguard Total Stock Market ETF with shares held of 299,651. Roble, Belko & Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 22 13F filings

Subscription Required

Equal-WT
WhaleScore 2.0

?

83

S&P 500
WhaleScore

?

Subscription Required

Original
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

03/31/2020

13F Activity

  • Market Value $309.264 Million
  • Prior Market Value $361.126 Million
  • New Purchases18 stocks
  • Additional Purchases39 stocks
  • Sold out of21 stocks
  • Reduced holdings in49 stocks
  • Top 10 Holdings % 52.86 %
  • Turnover % [1]:11.68%
  • Turnover Alt % [2]: 12.50 %
  • Time Held Top20:13.10 quarters
  • Time Held Top10:14.00 quarters
  • Time Held All:12.28 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.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 22.91%
Performance Last 4 Quarters: -4.09%
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

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ROBLE, BELKO AND COMPANY, INC.
2200 GEORGETOWNE DRIVE SUITE 200
SEWICKLEY PA    15143
Country: United States

Business Phone: (724) 935-4990
Fax: (724) 935-4999
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 321,284,000
Total Number of Clients: 163
Amount of client funds and securities by related persons: 321,284,000
Total Number of clients from related persons: 105
Disclosures: 11.C (1),11.C (2),11.C (4),11.C (5)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

ROBLE, BELKO AND COMPANY, INC.

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
ROBLE, ROGER, WILLIAM PRESIDENT 04/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ROBLE ASSET MANAGEMENT COMPANY PRESIDENT direct 2000-04-01
ROBLE, BELKO AND COMPANY, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2000-04-01
BELKO, WILLIAM, THOMAS PRINCIPAL, CHIEF INVESTMENT OFFICER 04/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ADVANCED INVESTMENT MANAGEMENT INC. DIRECTOR direct 1992-07-01
ROBLE, BELKO AND COMPANY, INC. PRINCIPAL, CHIEF INVESTMENT OFFICER direct 2000-04-01
ROBLE ASSET MANAGEMENT COMPANY VICE PRESIDENT direct 2000-04-01 2004-03-29
ROBLE ASSET MANAGEMENT COMPANY PRINCIPAL direct 2000-04-01 2006-03-29
DOUGHTY, COLLEEN, ELIZABETH CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBLE, BELKO AND COMPANY, INC. CHIEF COMPLIANCE OFFICER direct 2013-01-01

ROBLE, BELKO AND COMPANY, INC.

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

ROBLE, BELKO AND COMPANY, INC.

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
ROBLE, ROGER, WILLIAM PRESIDENT 04/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ROBLE ASSET MANAGEMENT COMPANY PRESIDENT direct 2000-04-01
ROBLE, BELKO AND COMPANY, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2000-04-01
BELKO, WILLIAM, THOMAS PRINCIPAL, CHIEF INVESTMENT OFFICER 04/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ADVANCED INVESTMENT MANAGEMENT INC. DIRECTOR direct 1992-07-01
ROBLE, BELKO AND COMPANY, INC. PRINCIPAL, CHIEF INVESTMENT OFFICER direct 2000-04-01
ROBLE ASSET MANAGEMENT COMPANY VICE PRESIDENT direct 2000-04-01 2004-03-29
ROBLE ASSET MANAGEMENT COMPANY PRINCIPAL direct 2000-04-01 2006-03-29
DOUGHTY, COLLEEN, ELIZABETH CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBLE, BELKO AND COMPANY, INC. CHIEF COMPLIANCE OFFICER direct 2013-01-01

ROBLE, BELKO AND COMPANY, INC.

ownership team - last updated 2017-03-24
Name Title Start Date Direct/Indirect % Ownership
ROBLE, ROGER, WILLIAM PRESIDENT 04/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ROBLE ASSET MANAGEMENT COMPANY PRESIDENT direct 2000-04-01
ROBLE, BELKO AND COMPANY, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2000-04-01
BELKO, WILLIAM, THOMAS PRINCIPAL, CHIEF INVESTMENT OFFICER 04/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ADVANCED INVESTMENT MANAGEMENT INC. DIRECTOR direct 1992-07-01
ROBLE, BELKO AND COMPANY, INC. PRINCIPAL, CHIEF INVESTMENT OFFICER direct 2000-04-01
ROBLE ASSET MANAGEMENT COMPANY VICE PRESIDENT direct 2000-04-01 2004-03-29
ROBLE ASSET MANAGEMENT COMPANY PRINCIPAL direct 2000-04-01 2006-03-29
DOUGHTY, COLLEEN, ELIZABETH CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
ROBLE, BELKO AND COMPANY, INC. CHIEF COMPLIANCE OFFICER direct 2013-01-01

WhaleScore history for ROBLE, BELKO & COMPANY, INC

You must have a subscription to view WhaleScore histories

Elevate your investments