CLARK CAPITAL MANAGEMENT GROUP, INC.

HTTP://WWW.CCMG.COM PHILADELPHIA, PA Investment Advisor How do I update this listing?

Clark Capital Management Group is based out of Philadelphia. Clark Capital Management Group is a large advisory firm with 23234 clients and discretionary assets under management (AUM) of $10,103,216,087 (Form ADV from 2019-03-29). Their last reported 13F filing for Q3 2019 included $4,406,707,000 in managed 13F securities and a top 10 holdings concentration of 18.63%. Clark Capital Management Group's largest holding is iShares iBoxx $ High Yield Corp Bond ETF with shares held of 1,241,522. Clark Capital Management Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 53 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $4.407 Billion
  • Prior Market Value $4.737 Billion
  • New Purchases51 stocks
  • Additional Purchases102 stocks
  • Sold out of42 stocks
  • Reduced holdings in129 stocks
  • Top 10 Holdings % 18.63 %
  • Turnover % [1]:31.31%
  • Turnover Alt % [2]: 36.27 %
  • Time Held Top20:2.20 quarters
  • Time Held Top10:1.70 quarters
  • Time Held All:9.67 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 2019-11-14

Performance for Q3 2019: 8.5%
Performance Last 4 Quarters: 7.14%
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:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR/A (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR/A (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)
  • 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)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CLARK CAPITAL MANAGEMENT GROUP INC
ONE LIBERTY PLACE, 53RD FLOOR 1650 MARKET STREET
PHILADELPHIA PA    19103
Country: United States

Business Phone: (215) 569-2224
Fax: (215) 569-3639
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 90
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 23234
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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CLARK CAPITAL MANAGEMENT GROUP INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
CLARK, HARRY, JOSEPH EXECUTIVE CHAIRMAN, DIRECTOR 08/01/1986 Direct 75% or more
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC EXECUTIVE CHAIRMAN, DIRECTOR direct 1986-08-01
RIGHTIME ECONOMETRICS INC PRESIDENT, CEO, DIRECTOR direct 2005-12-01
MAIN POINT ADVISORS, INC. CEO, PRESIDENT, DIRECTOR indirect 2007-06-01
CLARK CAPITAL MANAGEMENT GROUP INC TRUSTEE direct 2011-04-01
CLARK CAPITAL MANAGEMENT GROUP INC CEO, PRESIDENT, DIRECTOR direct 1986-08-01 2012-03-28
CLARK CAPITAL MANAGEMENT GROUP INC CHAIRMAN, CEO, DIRECTOR direct 1986-08-01 2016-03-30
WILLIAMS, DENISE, CLARK EXECUTIVE VICE PRESIDENT 06/01/1987 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC VICE CHAIRMAN, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, DIRECTOR direct 1987-06-01
RIGHTIME ECONOMETRICS INC CHIEF COMPLIANCE OFFICER direct 2005-12-01
MAIN POINT ADVISORS INC. SHAREHOLDER indirect 2007-05-01
CLARK CAPITAL MANAGEMENT GROUP INC COO, DIRECTOR direct 1987-06-01 2004-10-01
CLARK CAPITAL MANAGEMENT GROUP INC COO,CCO,DIRECTOR direct 1987-06-01 2006-03-03
RIGHTIME ECONOMETRICS INC CCO direct 2005-12-01 2006-03-03
CLARK CAPITAL MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER, COO,DIRECTOR direct 1987-06-01 2012-10-24
CLARK CAPITAL MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1987-06-01 2016-03-30
BITTONE, COLENE, ELIZABETH EXECUTIVE VICE PRESIDENT OF CORPORATE CULTURE 03/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC CORPORATE SECRETARY, CHIEF ADMINISTRATIVE OFFICER direct 1998-03-01
RIGHTIME ECONOMETRICS INC CORPORATE SECRETARY direct 2005-12-01
MAIN POINT ADVISORS INC. SHAREHOLDER indirect 2007-05-01
RIGHTIME ECONOMETRICS INC CORPORATE SECRETARY, DIRECTOR direct 2005-12-01 2006-01-18
CLARK CAPITAL MANAGEMENT GROUP INC CORPORATE SECRETARY direct 1998-03-01 2012-10-24
CLARK CAPITAL MANAGEMENT GROUP INC CORPORATE SECRETARY, COO direct 1998-03-01 2016-03-30
CLARK, BRENDAN, MICHAEL CHIEF EXECUTIVE OFFICER, DIRECTOR 03/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2005-03-01
CLARK CAPITAL MANAGEMENT GROUP INC CHIEF EXECUTIVE OFFICER, DIRECTOR direct 2005-03-01
CLARK CAPITAL MANAGEMENT GROUP INC PRESIDENT, DIRECTOR direct 2005-03-01
MAIN POINT ADVISORS INC. SHAREHOLDER indirect 2007-05-01
CLARK, HARRY, JOSEPH TRUSTEE 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC EXECUTIVE CHAIRMAN, DIRECTOR direct 1986-08-01
RIGHTIME ECONOMETRICS INC PRESIDENT, CEO, DIRECTOR direct 2005-12-01
MAIN POINT ADVISORS, INC. CEO, PRESIDENT, DIRECTOR indirect 2007-06-01
CLARK CAPITAL MANAGEMENT GROUP INC TRUSTEE direct 2011-04-01
CLARK CAPITAL MANAGEMENT GROUP INC CEO, PRESIDENT, DIRECTOR direct 1986-08-01 2012-03-28
CLARK CAPITAL MANAGEMENT GROUP INC CHAIRMAN, CEO, DIRECTOR direct 1986-08-01 2016-03-30
CLARK FAMILY TRUST HARRY J. CLARK, TRUSTEE 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC HARRY J. CLARK, TRUSTEE direct 2011-04-01
SCHLARBAUM, GARY, GILBERT DIRECTOR 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC SHAREHOLDER direct 2009-10-01
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2009-10-01
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2013-11-01
HILLIER ADVISORS, LLC OWNER/INVESTMENT COMMITTEE MEMBER direct 2007-02-01
HILLIER ADVISORS, LLC MEMBER/OWNER AND INVESTMENT COMMITTEE MEMBER direct 2007-02-01
PALLISER BAY INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2011-02-01
FEATHERMAN, JOHN, ALBERT DIRECTOR 08/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2012-08-01
CLARK, KIERAN, SEAN EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER 06/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC CHIEF INVESTMENT OFFICER direct 2000-06-01
MAIN POINT ADVISORS INC. SHAREHOLDER indirect 2007-05-01
CLARK CAPITAL MANAGEMENT GROUP INC CIO direct 2000-06-01 2004-10-11
RIGHTIME ECONOMETRICS INC CIO direct 2005-12-01 2006-01-18
CLARK CAPITAL MANAGEMENT GROUP INC CIO, DIRECTOR direct 2000-06-01 2014-06-09
MILES, RICHARD, DONALD DIRECTOR 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2016-08-01
FIRST GENESIS CAPITAL MANAGEMENT LLC OWNER indirect 2006-11-01
CAMERON CAPITAL MANAGEMENT LLC MEMBER indirect 2006-11-01
MULLAN, CONOR, LEIGH EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL direct 2017-12-01
ROTH, RALPH, LAWRENCE DIRECTOR 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVANTAGE CAPITAL CORPORATION DIRECTOR direct 2008-04-01
ADVANTAGE CAPITAL CORPORATION PRESIDENT direct 2008-04-01
WOODBURY FINANCIAL SERVICES, INC. DIRECTOR, CHAIRMAN direct 2012-12-01
FSC SECURITIES CORPORATION DIRECTOR direct 2008-04-01
FSC SECURITIES CORPORATION PRESIDENT direct 2008-04-01
FSC SECURITIES CORPORATION CHIEF EXECUTIVE OFFICER direct 2010-02-01
FSC SECURITIES CORPORATION DIRECTOR direct 2010-02-01
FSC SECURITIES CORPORATION DIRECTOR direct 2011-04-01
FSC SECURITIES CORPORATION DIRECTOR, CHAIRMAN direct 2011-04-01
FSC SECURITIES CORPORATION CHIEF EXECUTIVE OFFICER direct 2011-04-01
CETERA ADVISORS LLC MANAGER direct 2014-05-01
CETERA ADVISOR NETWORKS LLC MANAGER direct 2014-05-01
GIRARD SECURITIES, INC. DIRECTOR direct 2016-08-01
ROYAL ALLIANCE ASSOCIATES, INC. PRESIDENT direct 2006-01-01
ROYAL ALLIANCE ASSOCIATES, INC. DIRECTOR direct 2010-02-01
ROYAL ALLIANCE ASSOCIATES, INC. CHIEF EXECUTIVE OFFICER direct 2010-02-01
ROYAL ALLIANCE ASSOCIATES, INC. DIRECTOR, CHAIRMAN direct 2010-02-01
CETERA INVESTMENT ADVISERS LLC MANAGER direct 2014-05-01
SAGEPOINT FINANCIAL, INC. DIRECTOR direct 2008-07-01
SAGEPOINT FINANCIAL, INC. DIRECTOR, CHAIRMAN direct 2008-07-01
VISION2020 WEALTH MANAGEMENT CORP. CHIEF EXECUTIVE OFFICER direct 2010-05-01
VISION2020 WEALTH MANAGEMENT CORP. CHAIRMAN AND DIRECTOR direct 2013-04-01
CULLEN, CHRISTOPHER, JOSEPH EXECUTIVE VICE PRESIDENT, CHIEF DISTRIBUTION OFFICER 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC EXECUTIVE VICE PRESIDENT, CHIEF DISTRIBUTION OFFICER direct 2017-03-01
PATTERSON, MARK, ELDRIDGE EXECUTIVE VICE PRESIDENT, CHIEF TECHNOLOGY OFFICER 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC EXECUTIVE VICE PRESIDENT, CHIEF TECHNOLOGY OFFICER direct 2017-11-01
MCGARRITY, TIMOTHY, D EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER direct 2018-08-01

CLARK CAPITAL MANAGEMENT GROUP INC

ownership team - last updated 2017-08-29
Name Title Start Date Direct/Indirect % Ownership
MILES, RICHARD, DONALD DIRECTOR 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2016-08-01
FIRST GENESIS CAPITAL MANAGEMENT LLC OWNER indirect 2006-11-01
CAMERON CAPITAL MANAGEMENT LLC MEMBER indirect 2006-11-01
GRANT, STEVEN, TAYLOR CHIEF FINANCIAL OFFICER 03/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR AND CFO direct 2005-03-01
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2005-03-01
CLARK CAPITAL MANAGEMENT GROUP INC CHIEF FINANCIAL OFFICER direct 2005-03-01
MAIN POINT ADVISORS INC. SHAREHOLDER indirect 2007-05-01
MAIN POINT ADVISORS INC. CO-PRESIDENT CHIEF OPERATING OFFICER direct 2013-02-01
CLARK, KIERAN, SEAN CHIEF INVESTMENT OFFICER 06/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC CHIEF INVESTMENT OFFICER direct 2000-06-01
MAIN POINT ADVISORS INC. SHAREHOLDER indirect 2007-05-01
CLARK CAPITAL MANAGEMENT GROUP INC CIO direct 2000-06-01 2004-10-11
RIGHTIME ECONOMETRICS INC CIO direct 2005-12-01 2006-01-18
CLARK CAPITAL MANAGEMENT GROUP INC CIO, DIRECTOR direct 2000-06-01 2014-06-09
FEATHERMAN, JOHN, ALBERT DIRECTOR 08/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2012-08-01
SCHLARBAUM, GARY, GILBERT DIRECTOR 10/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC SHAREHOLDER direct 2009-10-01
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2009-10-01
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2013-11-01
HILLIER ADVISORS, LLC OWNER/INVESTMENT COMMITTEE MEMBER direct 2007-02-01
HILLIER ADVISORS, LLC MEMBER/OWNER AND INVESTMENT COMMITTEE MEMBER direct 2007-02-01
PALLISER BAY INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2011-02-01
CLARK FAMILY TRUST HARRY J. CLARK, TRUSTEE 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC HARRY J. CLARK, TRUSTEE direct 2011-04-01
CLARK, HARRY, JOSEPH TRUSTEE 04/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC EXECUTIVE CHAIRMAN, DIRECTOR direct 1986-08-01
RIGHTIME ECONOMETRICS INC PRESIDENT, CEO, DIRECTOR direct 2005-12-01
MAIN POINT ADVISORS, INC. CEO, PRESIDENT, DIRECTOR indirect 2007-06-01
CLARK CAPITAL MANAGEMENT GROUP INC TRUSTEE direct 2011-04-01
CLARK CAPITAL MANAGEMENT GROUP INC CEO, PRESIDENT, DIRECTOR direct 1986-08-01 2012-03-28
CLARK CAPITAL MANAGEMENT GROUP INC CHAIRMAN, CEO, DIRECTOR direct 1986-08-01 2016-03-30
SHORE, LOVELL, GEORGE DIRECTOR 02/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2007-02-01
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 1999-09-01 2003-12-01
CLARK, BRENDAN, MICHAEL CHIEF EXECUTIVE OFFICER, DIRECTOR 03/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC DIRECTOR direct 2005-03-01
CLARK CAPITAL MANAGEMENT GROUP INC CHIEF EXECUTIVE OFFICER, DIRECTOR direct 2005-03-01
CLARK CAPITAL MANAGEMENT GROUP INC PRESIDENT, DIRECTOR direct 2005-03-01
MAIN POINT ADVISORS INC. SHAREHOLDER indirect 2007-05-01
BITTONE, COLENE, ELIZABETH CORPORATE SECRETARY, CHIEF ADMINISTRATIVE OFFICER 03/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC CORPORATE SECRETARY, CHIEF ADMINISTRATIVE OFFICER direct 1998-03-01
RIGHTIME ECONOMETRICS INC CORPORATE SECRETARY direct 2005-12-01
MAIN POINT ADVISORS INC. SHAREHOLDER indirect 2007-05-01
RIGHTIME ECONOMETRICS INC CORPORATE SECRETARY, DIRECTOR direct 2005-12-01 2006-01-18
CLARK CAPITAL MANAGEMENT GROUP INC CORPORATE SECRETARY direct 1998-03-01 2012-10-24
CLARK CAPITAL MANAGEMENT GROUP INC CORPORATE SECRETARY, COO direct 1998-03-01 2016-03-30
WILLIAMS, DENISE, CLARK VICE CHAIRMAN, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, DIRECTOR 06/01/1987 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC VICE CHAIRMAN, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, DIRECTOR direct 1987-06-01
RIGHTIME ECONOMETRICS INC CHIEF COMPLIANCE OFFICER direct 2005-12-01
MAIN POINT ADVISORS INC. SHAREHOLDER indirect 2007-05-01
CLARK CAPITAL MANAGEMENT GROUP INC COO, DIRECTOR direct 1987-06-01 2004-10-01
CLARK CAPITAL MANAGEMENT GROUP INC COO,CCO,DIRECTOR direct 1987-06-01 2006-03-03
RIGHTIME ECONOMETRICS INC CCO direct 2005-12-01 2006-03-03
CLARK CAPITAL MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER, COO,DIRECTOR direct 1987-06-01 2012-10-24
CLARK CAPITAL MANAGEMENT GROUP INC CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1987-06-01 2016-03-30
CLARK, HARRY, JOSEPH EXECUTIVE CHAIRMAN, DIRECTOR 08/01/1986 Direct 75% or more
Fund Name Position direct/indirect start date end date
CLARK CAPITAL MANAGEMENT GROUP INC EXECUTIVE CHAIRMAN, DIRECTOR direct 1986-08-01
RIGHTIME ECONOMETRICS INC PRESIDENT, CEO, DIRECTOR direct 2005-12-01
MAIN POINT ADVISORS, INC. CEO, PRESIDENT, DIRECTOR indirect 2007-06-01
CLARK CAPITAL MANAGEMENT GROUP INC TRUSTEE direct 2011-04-01
CLARK CAPITAL MANAGEMENT GROUP INC CEO, PRESIDENT, DIRECTOR direct 1986-08-01 2012-03-28
CLARK CAPITAL MANAGEMENT GROUP INC CHAIRMAN, CEO, DIRECTOR direct 1986-08-01 2016-03-30

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