NEW ENGLAND GUILD WEALTH ADVISORS, INC.

HTTP://WWW.NEGUILD.COM AVON, CT Investment Advisor How do I update this listing?

NEW England Guild Wealth Advisors is based out of Avon. NEW England Guild Wealth Advisors is a large advisory firm with 179 clients and discretionary assets under management (AUM) of $279,486,742 (Form ADV from 2018-07-01). Their last reported 13F filing for Q3 2019 included $139,250,000 in managed 13F securities and a top 10 holdings concentration of 54.58%. NEW England Guild Wealth Advisors's largest holding is Vanguard Intermediate-Term Govt Bond ETF with shares held of 164,745. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $139.25 Million
  • Prior Market Value $134.671 Million
  • New Purchases1 stock
  • Additional Purchases23 stocks
  • Sold out of1 stock
  • Reduced holdings in14 stocks
  • Top 10 Holdings % 54.58 %
  • Turnover % [1]:3.70%
  • Turnover Alt % [2]: 6.24 %
  • Time Held Top20:2.80 quarters
  • Time Held Top10:2.90 quarters
  • Time Held All:2.76 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: 5.26%
Performance Last 4 Quarters: 10.3%
Performance Metrics
Stats are not available for the latest quarter

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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)

View Last Form Adv Compilation Report on Record

NEW ENGLAND GUILD WEALTH ADVISORS, INC.
139 SIMSBURY ROAD
AVON CT    06001
Country: United States

Business Phone: 860-404-5900
Fax: 860-404-5598
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CT
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 26,095,600
Total Number of Clients: 179
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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NEW ENGLAND GUILD WEALTH ADVISORS, INC.

ownership team - last updated 2019-07-01
Name Title Start Date Direct/Indirect % Ownership
LOGUE, ERNEST, PATRICK CFO,PRINCIPAL, DIRECTOR, CORP SECY 07/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEW ENGLAND GUILD WEALTH ADVISORS, INC. CFO,PRINCIPAL, DIRECTOR, CORP SECY direct 1995-07-01
THE NEW ENGLAND GUILD, INC. SR. VP, DIRECTOR direct 1995-07-01 2004-02-05
NEW ENGLAND GUILD WEALTH ADVISORS, INC. CFO,PRINCIPAL, DIRECTOR direct 1995-07-01 2016-03-10
GRAYSON, SUSAN, MARY PRESIDENT,PRINCIPAL,DIRECTOR,CCO 10/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEW ENGLAND GUILD WEALTH ADVISORS, INC. PRESIDENT,PRINCIPAL,DIRECTOR,CCO direct 2016-10-01
THE NEW ENGLAND GUILD, INC. PRINCIPAL direct 2001-03-01 2004-02-05
THE NEW ENGLAND GUILD, INC. CORP. SECY,PRINCIPAL direct 2004-07-01 2013-08-28
NEW ENGLAND GUILD WEALTH ADVISORS, INC. PRESIDENT,PRINCIPAL,DIRECTOR direct 2013-09-01 2016-03-10

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

ownership team - last updated 2019-03-11
Name Title Start Date Direct/Indirect % Ownership
LOGUE, ERNEST, PATRICK CFO,PRINCIPAL, DIRECTOR, CORP SECY 07/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEW ENGLAND GUILD WEALTH ADVISORS, INC. CFO,PRINCIPAL, DIRECTOR, CORP SECY direct 1995-07-01
THE NEW ENGLAND GUILD, INC. SR. VP, DIRECTOR direct 1995-07-01 2004-02-05
NEW ENGLAND GUILD WEALTH ADVISORS, INC. CFO,PRINCIPAL, DIRECTOR direct 1995-07-01 2016-03-10
GRAYSON, SUSAN, MARY PRESIDENT,PRINCIPAL,DIRECTOR,CCO 10/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEW ENGLAND GUILD WEALTH ADVISORS, INC. PRESIDENT,PRINCIPAL,DIRECTOR,CCO direct 2016-10-01
THE NEW ENGLAND GUILD, INC. PRINCIPAL direct 2001-03-01 2004-02-05
THE NEW ENGLAND GUILD, INC. CORP. SECY,PRINCIPAL direct 2004-07-01 2013-08-28
NEW ENGLAND GUILD WEALTH ADVISORS, INC. PRESIDENT,PRINCIPAL,DIRECTOR direct 2013-09-01 2016-03-10

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

ownership team - last updated 2018-05-02
Name Title Start Date Direct/Indirect % Ownership
LOGUE, ERNEST, PATRICK CFO,PRINCIPAL, DIRECTOR, CORP SECY 07/01/1995 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEW ENGLAND GUILD WEALTH ADVISORS, INC. CFO,PRINCIPAL, DIRECTOR, CORP SECY direct 1995-07-01
THE NEW ENGLAND GUILD, INC. SR. VP, DIRECTOR direct 1995-07-01 2004-02-05
NEW ENGLAND GUILD WEALTH ADVISORS, INC. CFO,PRINCIPAL, DIRECTOR direct 1995-07-01 2016-03-10
GRAYSON, SUSAN, MARY PRESIDENT,PRINCIPAL,DIRECTOR,CCO 10/01/2016 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEW ENGLAND GUILD WEALTH ADVISORS, INC. PRESIDENT,PRINCIPAL,DIRECTOR,CCO direct 2016-10-01
THE NEW ENGLAND GUILD, INC. PRINCIPAL direct 2001-03-01 2004-02-05
THE NEW ENGLAND GUILD, INC. CORP. SECY,PRINCIPAL direct 2004-07-01 2013-08-28
NEW ENGLAND GUILD WEALTH ADVISORS, INC. PRESIDENT,PRINCIPAL,DIRECTOR direct 2013-09-01 2016-03-10

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