TRUEHAND, INC

STRAFFORD, NH Investment Advisor How do I update this listing?

Truehand is based out of Strafford. Truehand is a large advisory firm with 66 clients and discretionary assets under management (AUM) of $189,320,666 (Form ADV from 2017-08-01). Their last reported 13F filing for Q3 2019 included $128,628,000 in managed 13F securities and a top 10 holdings concentration of 34.25%. Truehand's largest holding is Amazon.com Inc. with shares held of 6,357. Whalewisdom has at least 4 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $128.628 Million
  • Prior Market Value $131.213 Million
  • New Purchases0 stocks
  • Additional Purchases1 stock
  • Sold out of3 stocks
  • Reduced holdings in26 stocks
  • Top 10 Holdings % 34.25 %
  • Turnover % [1]:1.61%
  • Turnover Alt % [2]: 1.90 %
  • Time Held Top20:2.70 quarters
  • Time Held Top10:2.50 quarters
  • Time Held All:2.97 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 2019-08-14

Performance for Q2 2019: -3.59%
Performance Last 4 Quarters: 0.0%
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)

View Last Form Adv Compilation Report on Record

TRUEHAND, INC.

  

Business Phone: 603-269-4400
Fax: 603-269-4500
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NH
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 143,428,000
Total Number of Clients: 66
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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TRUEHAND, INC.

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
CHAPLIN, PHILIP, THEOPOLD PRESIDENT & CHIEF COMPLIANCE OFFICER 07/01/2002 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRUEHAND, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2002-07-01
FOSTER DYKEMA CABOT & CO INC VICE PRESIDENT direct 1999-10-01 2002-03-26
TRUEHAND, INC. PRESIDENT direct 2002-07-01 2004-03-24

TRUEHAND, INC.

ownership team - last updated 2017-03-24
Name Title Start Date Direct/Indirect % Ownership
CHAPLIN, PHILIP, THEOPOLD PRESIDENT & CHIEF COMPLIANCE OFFICER 07/01/2002 Direct 75% or more
Fund Name Position direct/indirect start date end date
TRUEHAND, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2002-07-01
FOSTER DYKEMA CABOT & CO INC VICE PRESIDENT direct 1999-10-01 2002-03-26
TRUEHAND, INC. PRESIDENT direct 2002-07-01 2004-03-24

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