MOSELEY INVESTMENT MANAGEMENT INC

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Moseley Investment Management is based out of Bradenton. Moseley Investment Management is a large advisory firm with 337 clients and discretionary assets under management (AUM) of $197,171,625 (Form ADV from 2020-06-17). Their last reported 13F filing for Q2 2020 included $120,425,000 in managed 13F securities and a top 10 holdings concentration of 38.01%. Moseley Investment Management's largest holding is Bandwidth Inc with shares held of 113,675. Whalewisdom has at least 6 13F filings

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06/30/2020

13F Activity

  • Market Value $120.425 Million
  • Prior Market Value $85.119 Million
  • New Purchases22 stocks
  • Additional Purchases62 stocks
  • Sold out of8 stocks
  • Reduced holdings in38 stocks
  • Top 10 Holdings % 38.01 %
  • Turnover % [1]:23.44%
  • Turnover Alt % [2]: 22.90 %
  • Time Held Top20:2.95 quarters
  • Time Held Top10:2.80 quarters
  • Time Held All:3.84 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 20.52%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MOSELEY INVESTMENT MANAGEMENT, INC.
1724 MANATEE AVENUE W
BRADENTION FL    34205
Country: United States

Business Phone: 941-745-2799
Fax: 941-746-1424
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 37,379,800
Total Number of Clients: 337
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MOSELEY INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2020-06-17
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, SUSAN, SHEPARD PRESIDENT 01/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-01-01
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT direct 1993-01-01
Villalobos, DINA, L CCO 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. CCO direct 2016-01-01
MOSELEY, RYAN, THOMAS VICE PRESIDENT 11/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2018-11-01

MOSELEY INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2020-03-12
Name Title Start Date Direct/Indirect % Ownership

MOSELEY INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2019-08-28
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, SUSAN, SHEPARD PRESIDENT 01/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-01-01
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT direct 1993-01-01
Villalobos, DINA, L CCO 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. CCO direct 2016-01-01
MOSELEY, RYAN, THOMAS VICE PRESIDENT 11/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2018-11-01

MOSELEY INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, SUSAN, SHEPARD PRESIDENT 01/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-01-01
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT direct 1993-01-01
Villalobos, DINA, L CCO 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. CCO direct 2016-01-01
MOSELEY, RYAN, THOMAS VICE PRESIDENT 11/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. VICE PRESIDENT direct 2018-11-01

MOSELEY INVESTMENT MANAGEMENT, INC.

ownership team - last updated 2017-04-04
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, SUSAN, SHEPARD PRESIDENT 01/01/1993 Direct 75% or more
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-01-01
MOSELEY INVESTMENT MANAGEMENT, INC. PRESIDENT direct 1993-01-01
Villalobos, DINA, L CCO 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOSELEY INVESTMENT MANAGEMENT, INC. CCO direct 2016-01-01

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