NEWMAN DIGNAN & SHEERAR, INC.

HTTP://WWW.NEWMANDIGNAN.COM PROVIDENCE, RI Investment Advisor How do I update this listing?

Newman Dignan & Sheerar is based out of Providence. Newman Dignan & Sheerar is a large advisory firm with 412 clients and discretionary assets under management (AUM) of $446,373,608 (Form ADV from 2019-10-01). Their last reported 13F filing for Q2 2020 included $231,647,000 in managed 13F securities and a top 10 holdings concentration of 35.9%. Newman Dignan & Sheerar's largest holding is Schwab U.S. Large-Cap ETF with shares held of 160,891. Newman Dignan & Sheerar has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 31 13F filings

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06/30/2020

13F Activity

  • Market Value $231.647 Million
  • Prior Market Value $191.022 Million
  • New Purchases20 stocks
  • Additional Purchases62 stocks
  • Sold out of11 stocks
  • Reduced holdings in49 stocks
  • Top 10 Holdings % 35.90 %
  • Turnover % [1]:21.53%
  • Turnover Alt % [2]: 9.91 %
  • Time Held Top20:14.50 quarters
  • Time Held Top10:9.20 quarters
  • Time Held All:20.49 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: 24.32%
Performance Last 4 Quarters: 2.9%
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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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

NEWMAN DIGNAN & SHEERAR, INC
56 EXCHANGE TERRACE SUITE 200
PROVIDENCE RI    02903
Country: United States

Business Phone: 401-351-4010
Fax: 401-351-4011
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: RI
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Amount of client funds and securities: 171,590,000
Total Number of Clients: 412
Amount of client funds and securities by related persons: 9,245,770
Total Number of clients from related persons: 6
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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NEWMAN DIGNAN & SHEERAR, INC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
NEWMAN, WILLIAM PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER 03/01/1992 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEWMAN DIGNAN & SHEERAR, INC PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 1992-03-01
NEWMAN DIGNAN & SHEERAR INC PRINCIPAL direct 1992-03-01 2002-04-01
NEWMAN DIGNAN & SHEERAR INC PRESIDENT direct 1992-03-01 2003-02-24
NEWMAN DIGNAN & SHEERAR INC PRESIDENT AND PRINCIPAL direct 1992-03-01 2004-03-31
NEWMAN DIGNAN & SHEERAR INC PRESIDENT, PRINCIPAL AND COMPLIANCE COMPLIANCE direct 1992-03-01 2004-10-05
SHEERAR, JOHN, PAUL VICE PRESIDENT AND PRINCIPAL 03/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NEWMAN DIGNAN & SHEERAR, INC VICE PRESIDENT AND PRINCIPAL direct 1997-03-01
NEWMAN DIGNAN & SHEERAR INC PRINCIPAL direct 1997-03-01 2002-04-01
NEWMAN DIGNAN & SHEERAR INC OFFICER direct 1997-03-01 2003-02-24

NEWMAN DIGNAN & SHEERAR, INC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

NEWMAN DIGNAN & SHEERAR, INC

ownership team - last updated 2019-03-11
Name Title Start Date Direct/Indirect % Ownership
NEWMAN, WILLIAM PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER 03/01/1992 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEWMAN DIGNAN & SHEERAR, INC PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 1992-03-01
NEWMAN DIGNAN & SHEERAR INC PRINCIPAL direct 1992-03-01 2002-04-01
NEWMAN DIGNAN & SHEERAR INC PRESIDENT direct 1992-03-01 2003-02-24
NEWMAN DIGNAN & SHEERAR INC PRESIDENT AND PRINCIPAL direct 1992-03-01 2004-03-31
NEWMAN DIGNAN & SHEERAR INC PRESIDENT, PRINCIPAL AND COMPLIANCE COMPLIANCE direct 1992-03-01 2004-10-05
SHEERAR, JOHN, PAUL VICE PRESIDENT AND PRINCIPAL 03/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NEWMAN DIGNAN & SHEERAR, INC VICE PRESIDENT AND PRINCIPAL direct 1997-03-01
NEWMAN DIGNAN & SHEERAR INC PRINCIPAL direct 1997-03-01 2002-04-01
NEWMAN DIGNAN & SHEERAR INC OFFICER direct 1997-03-01 2003-02-24

NEWMAN DIGNAN & SHEERAR, INC

ownership team - last updated 2017-09-27
Name Title Start Date Direct/Indirect % Ownership
SHEERAR, JOHN, PAUL VICE PRESIDENT AND PRINCIPAL 03/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NEWMAN DIGNAN & SHEERAR, INC VICE PRESIDENT AND PRINCIPAL direct 1997-03-01
NEWMAN DIGNAN & SHEERAR INC PRINCIPAL direct 1997-03-01 2002-04-01
NEWMAN DIGNAN & SHEERAR INC OFFICER direct 1997-03-01 2003-02-24
NEWMAN, WILLIAM PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER 03/01/1992 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
NEWMAN DIGNAN & SHEERAR, INC PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 1992-03-01
NEWMAN DIGNAN & SHEERAR INC PRINCIPAL direct 1992-03-01 2002-04-01
NEWMAN DIGNAN & SHEERAR INC PRESIDENT direct 1992-03-01 2003-02-24
NEWMAN DIGNAN & SHEERAR INC PRESIDENT AND PRINCIPAL direct 1992-03-01 2004-03-31
NEWMAN DIGNAN & SHEERAR INC PRESIDENT, PRINCIPAL AND COMPLIANCE COMPLIANCE direct 1992-03-01 2004-10-05

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