GREENWOOD GEARHART INC

HTTP://WWW.GREENWOODGEARHART.COM FAYETTEVILLE, AR Investment Advisor How do I update this listing?

Greenwood Gearhart is based out of Fayetteville. Greenwood Gearhart is a large advisory firm with 529 clients and discretionary assets under management (AUM) of $462,810,348 (Form ADV from 2018-12-01). Their last reported 13F filing for Q3 2019 included $362,291,000 in managed 13F securities and a top 10 holdings concentration of 35.32%. Greenwood Gearhart's largest holding is JPMorgan Ultra-Short Income ETF with shares held of 474,591. Greenwood Gearhart has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 98 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $362.291 Million
  • Prior Market Value $373.276 Million
  • New Purchases0 stocks
  • Additional Purchases39 stocks
  • Sold out of3 stocks
  • Reduced holdings in20 stocks
  • Top 10 Holdings % 35.32 %
  • Turnover % [1]:4.55%
  • Turnover Alt % [2]: 8.07 %
  • Time Held Top20:11.90 quarters
  • Time Held Top10:1.20 quarters
  • Time Held All:29.85 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: 7.39%
Performance Last 4 Quarters: 6.14%
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 (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/A (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/A (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/A (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR/A (Subscription required)
  • 2005-09-30 - 13F-HR/A (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR/A (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR/A (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR/A (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR/A (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR/A (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR/A (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR/A (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR/A (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR/A (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR/A (Subscription required)
  • 2002-12-31 - 13F-HR/A (Subscription required)
  • 2002-09-30 - 13F-HR/A (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR/A (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR/A (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR/A (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR/A (Subscription required)
  • 2001-06-30 - 13F-HR/A (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR/A (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GREENWOOD GEARHART INC.
26 E CENTER ST
FAYETTEVILLE AR    72701-4278
Country: United States

Business Phone: 479-521-5353
Fax: 479-521-5300
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: AR
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,FINANCIAL PLANS AT $2,000 PER PLAN OR $200 PER HOUR.
Amount of client funds and securities: 284,214,000
Total Number of Clients: 529
Amount of client funds and securities by related persons: 58,257,800
Total Number of clients from related persons: 34
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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GREENWOOD GEARHART INC.

ownership team - last updated 2019-06-18
Name Title Start Date Direct/Indirect % Ownership
GEARHART, GEORGE, B PRESIDENT AND CHIEF EXECUTIVE OFFICER 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
M.A. GREENWOOD & ASSOCIATES INC VICE PRESIDENT direct 2010-04-01
GREENWOOD GEARHART INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-04-01
GREENWOOD GEARHART INC. PRESIDENT direct 2013-04-01
ANDERSON, JANET, DENISE CHIEF COMPLIANCE OFFICER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENWOOD GEARHART INC. CHIEF COMPLIANCE OFFICER direct 2018-12-01

GREENWOOD GEARHART INC.

ownership team - last updated 2019-02-26
Name Title Start Date Direct/Indirect % Ownership
GEARHART, GEORGE, B PRESIDENT AND CHIEF EXECUTIVE OFFICER 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
M.A. GREENWOOD & ASSOCIATES INC VICE PRESIDENT direct 2010-04-01
GREENWOOD GEARHART INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-04-01
GREENWOOD GEARHART INC. PRESIDENT direct 2013-04-01
ANDERSON, JANET, DENISE CHIEF COMPLIANCE OFFICER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENWOOD GEARHART INC. CHIEF COMPLIANCE OFFICER direct 2018-12-01

GREENWOOD GEARHART INC.

ownership team - last updated 2018-12-19
Name Title Start Date Direct/Indirect % Ownership
GEARHART, GEORGE, B PRESIDENT AND CHIEF EXECUTIVE OFFICER 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
M.A. GREENWOOD & ASSOCIATES INC VICE PRESIDENT direct 2010-04-01
GREENWOOD GEARHART INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-04-01
GREENWOOD GEARHART INC. PRESIDENT direct 2013-04-01
ANDERSON, JANET, DENISE CHIEF COMPLIANCE OFFICER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENWOOD GEARHART INC. CHIEF COMPLIANCE OFFICER direct 2018-12-01

GREENWOOD GEARHART INC.

ownership team - last updated 2018-05-15
Name Title Start Date Direct/Indirect % Ownership
GEARHART, GEORGE, B PRESIDENT AND CHIEF COMPLIANCE OFFICER 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
M.A. GREENWOOD & ASSOCIATES INC VICE PRESIDENT direct 2010-04-01
GREENWOOD GEARHART INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2013-04-01
GREENWOOD GEARHART INC. PRESIDENT direct 2013-04-01

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