STUART CHAUSSEE & ASSOCIATES, INC.

HTTP://WWW.PRESERVINGWEALTH.COM RANCHO PALOS VERDES, CA Investment Advisor How do I update this listing?

Stuart Chaussee & Associates is based out of Rancho Palos Verdes. Stuart Chaussee & Associates is a large advisory firm with 113 clients and discretionary assets under management (AUM) of $143,134,340 (Form ADV from 2018-02-14). Their last reported 13F filing for Q4 2018 included $131,262,000 in managed 13F securities and a top 10 holdings concentration of 97.34%. Stuart Chaussee & Associates's largest holding is iShares Edge MSCI Min Vol USA ETF with shares held of 1,163,377. Whalewisdom has at least 15 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $131.262 Million
  • Prior Market Value $157.989 Million
  • New Purchases9 stocks
  • Additional Purchases4 stocks
  • Sold out of21 stocks
  • Reduced holdings in6 stocks
  • Top 10 Holdings % 97.34 %
  • Turnover % [1]:24.79%
  • Turnover Alt % [2]: 111.08 %
  • Time Held Top20:3.00 quarters
  • Time Held Top10:1.60 quarters
  • Time Held All:6.02 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 2018-11-14

Performance for Q3 2018: -3.82%
Performance Last 4 Quarters: -2.83%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 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/A (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)

View Last Form Adv Compilation Report on Record

STUART CHAUSSÉE & ASSOCIATES, INC.

  

Business Phone: (310) 373-3732
Fax: (310) 373-9554
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 1
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 18,985,000
Total Number of Clients: 113
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 - Non-derivative Insider Transactions Since 12/31/2018

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STUART CHAUSSÉE & ASSOCIATES, INC.

ownership team - last updated 2017-06-28
Name Title Start Date Direct/Indirect % Ownership
CHAUSSEE, STUART, DUBES PRESIDENT/CHIEF COMPLIANCE OFFICER 12/01/1996 Direct 75% or more
Fund Name Position direct/indirect start date end date
CHAUSSEE, STUART DUBES PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1996-12-01
STUART DUBES CHAUSSEE OWNER direct 1996-12-01 2004-02-25
CHAUSSEE, STUART DUBES OWNER/CCO direct 1996-12-01 2006-03-09
CHAUSSEE, STUART DUBES OWNER/CHIEF COMPLIANCE OFFICER direct 1996-12-01 2012-02-16

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