John W. Rosenthal Capital Management is based out of Mishawaka. John W. Rosenthal Capital Management is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2019-02-28). Their last reported 13F filing for Q3 2019 included $96,337,154 in managed 13F securities and a top 10 holdings concentration of 38.07%. John W. Rosenthal Capital Management's largest holding is Lakeland Financial Corp. with shares held of 113,130. Whalewisdom has at least 12 13F filings
: 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.
: 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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14
|Performance for Q3 2019:||11.34%|
|Performance Last 4 Quarters:||8.91%|
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|Total Number of Clients:||0|
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