SYMONS CAPITAL MANAGEMENT INC

HTTP://SYMONSCAPITAL.COM PITTSBURGH, PA Investment Advisor How do I update this listing?

Also known as:

  • DOLLINS SYMONS MANAGEMENT INC

Symons Capital Management is based out of Pittsburgh. Symons Capital Management is a large advisory firm with 263 clients and discretionary assets under management (AUM) of $414,899,820 (Form ADV from 2018-03-28). Their last reported 13F filing for Q4 2018 included $240,750,000 in managed 13F securities and a top 10 holdings concentration of 40.68%. Symons Capital Management's largest holding is Duke Energy Corp. with shares held of 133,972. Symons Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 61 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $240.75 Million
  • Prior Market Value $301.186 Million
  • New Purchases18 stocks
  • Additional Purchases5 stocks
  • Sold out of21 stocks
  • Reduced holdings in48 stocks
  • Top 10 Holdings % 40.68 %
  • Turnover % [1]:54.17%
  • Turnover Alt % [2]: 34.50 %
  • Time Held Top20:4.95 quarters
  • Time Held Top10:3.10 quarters
  • Time Held All:5.81 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 2019-02-14

Performance for Q4 2018: -6.8%
Performance Last 4 Quarters: 2.0%
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:
  • 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)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 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)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SYMONS CAPITAL MANAGEMENT INC
650 WASHINGTON ROAD SUITE 800
PITTSBURGH PA    15228-2702
Country: United States

Business Phone: 412-344-7690
Fax: 412-344-7693
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: PA
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 263
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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SYMONS CAPITAL MANAGEMENT INC

ownership team - last updated 2017-12-08
Name Title Start Date Direct/Indirect % Ownership
SYMONS, EDWARD, LEONARD CHAIRMAN AND CEO 02/01/1983 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYMONS CAPITAL MANAGEMENT INC DIR., CHAIRMAN & FOUNDER direct 1983-02-01
DOLLINS SYMONS MANAGEMENT INC DIR., PRESIDENT, SEC. & TREAS. direct 1983-02-01 2001-01-25
DOLLINS SYMONS MANAGEMENT INC DIR., CEO, CHAIRMAN direct 2001-06-01 2006-03-03
SYMONS CAPITAL MANAGEMENT INC DIR., CHAIRMAN direct 2006-08-01 2016-03-28
SYMONS, COLIN, EDWARD DIR., CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER 10/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
SYMONS CAPITAL MANAGEMENT INC DIR., CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 2001-10-01
DOLLINS SYMONS MANAGEMENT INC EXECUTIVE VP direct 1998-01-01 2001-01-25
DOLLINS SYMONS MANAGEMENT INC DIR., PRESIDENT, CHIEF INVESTMENT OFFICER direct 2001-06-01 2003-03-28
SYMONS CAPITAL MANAGEMENT INC DIR., CHIEF INVESTMENT OFFICER direct 2001-06-01 2014-03-21
SYMONS CAPITAL MANAGEMENT INC DIR., CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER direct 2014-01-01 2016-03-28
ELLIS, VICKILYNN CHIEF COMPLIANCE OFFICER 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYMONS CAPITAL MANAGEMENT INC CHIEF OPERATING OFFICER direct 2004-01-01
SYMONS CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2004-01-01
SYMONS CAPITAL MANAGEMENT INC CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER direct 2004-01-01
FOURNIER, FRANCOIS, LEE CHIEF OPERATING OFFICER 08/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
SYMONS CAPITAL MANAGEMENT INC VICE PRESIDENT, TRADING direct 2007-10-01
SYMONS CAPITAL MANAGEMENT INC VICE PRESIDENT, QUANTITATIVE RESEARCH direct 2011-01-01
SYMONS CAPITAL MANAGEMENT INC CHIEF OPERATING OFFICER AND VICE PRESIDENT, QUANTITATIVE RESEARCH direct 2012-08-01
SYMONS CAPITAL MANAGEMENT INC CHIEF OPERATING OFFICER direct 2012-08-01
SYMONS CAPITAL MANAGEMENT INC CHIEF OPERATING OFFICER AND TRADER direct 2014-01-01
IOVANNONE, LOUIS, JOSEPH PRESIDENT 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHARTON EQUITY CORPORATION FIN-OP PRINCIPAL, COMPLIANCE OFFICER, VICE-PRES. direct 2001-01-01
SYMONS CAPITAL MANAGEMENT INC PRESIDENT direct 2013-04-01
MANCHESTER ADVISORS LTD CHIEF COMPLIANCE OFFICER direct 2004-10-01

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