TTP INVESTMENTS, INC.

HTTP://WWW.TAXPRACTICE.COM SAN JOSE, CA Investment Advisor How do I update this listing?

TTP Investments is based out of San Jose. TTP Investments is a large advisory firm with discretionary assets under management (AUM) of $102,056,236 (Form ADV from 2016-02-03). Their last reported 13F filing for Q4 2018 included $11,784,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. TTP Investments's largest holding is Amazon.com Inc. with shares held of 2,913. Whalewisdom has at least 5 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $11.784 Million
  • Prior Market Value $142.534 Million
  • New Purchases1 stock
  • Additional Purchases0 stocks
  • Sold out of13 stocks
  • Reduced holdings in6 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:175.00%
  • Turnover Alt % [2]: 1,127.87 %
  • Time Held Top20:2.75 quarters
  • Time Held Top10:1.50 quarters
  • Time Held All:2.75 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: 0.04%
Performance Last 4 Quarters: -4.43%
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 (Subscription required)

View Last Form Adv Compilation Report on Record

TTP INVESTMENTS
1978 THE ALAMEDA
SAN JOSE CA    95126-1432
Country: United States

Business Phone: 408-879-0399
Fax: 408-377-2456
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 0
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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TTP INVESTMENTS, INC.

ownership team - last updated 2017-09-01
Name Title Start Date Direct/Indirect % Ownership
TYRE, DOUGLAS, NELSON CHIEF COMPLIANCE OFFICER 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MONETTA FINANCIAL SERVICES INC CHIEF COMPLIANCE OFFICER direct 2016-03-01
SONEN CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
JACKSON PARK CAPITAL, LLC CHIEF COMPLIANCE OFFICER direct 2015-08-01
TTP INVESTMENTS, INC. CHIEF COMPLIANCE OFFICER direct 2017-08-01
WILLNER, HARRIS, WAYNE PRESIDENT & OWNER 02/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE TAX PRACTICE, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1997-02-01
THE TAX PRACTICE, INC. PRESIDENT & OWNER direct 1997-02-01
TTP INVESTMENTS, INC. PRESIDENT & OWNER direct 2016-02-01

THE TAX PRACTICE, INC.

ownership team - last updated 2016-02-03
Name Title Start Date Direct/Indirect % Ownership
WILLNER, HARRIS, WAYNE PRESIDENT & OWNER 02/01/1997 Direct 75% or more
Fund Name Position direct/indirect start date end date
THE TAX PRACTICE, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1997-02-01
THE TAX PRACTICE, INC. PRESIDENT & OWNER direct 1997-02-01
TTP INVESTMENTS, INC. PRESIDENT & OWNER direct 2016-02-01
WILLNER, HARRISON, CLAY CHIEF COMPLIANCE OFFICER 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
THE TAX PRACTICE, INC. CHIEF COMPLIANCE OFFICER direct 2014-01-01
TTP INVESTMENTS, INC. CHIEF COMPLIANCE OFFICER direct 2016-02-01

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