Clarkston partners fund institutional

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August undefined, 2024

WebSep 14, 2015 · CLARKSTON PARTNERS FUND. INSTITUTIONAL CLASS Denver, CO 80203 1290 Broadway, Suite 1100 ALPS Series Trust 303.623.5277 Management Information Gerald W. Hakala, Lead Manager since September 14,... WebClarkston Partners Fund. The Fund seeks long-term capital appreciation by investing primarily in equity securities of U.S. small- and medium-capitalization (“SMID”) companies.

Clarkston Partners Fund Institutional Class

http://www.clarkstonfunds.com/documents/clarkston-partners-fund-sai-20240128.pdf WebFund Details. The Fund seeks long-term capital appreciation by investing primarily in equity securities of U.S. small- and medium-capitalization (“SMID”) companies. The Fund seeks to achieve long-term capital appreciation while minimizing volatility and risk. Clarkston Founders Fund. Institutional Class: $10,000. Clarkston Fund. … Regular Mail. P.O. Box 1920 Denver, CO 80201. Overnight Mail. 1290 Broadway … Please read the prospectus for a Fund carefully before investing. Not FDIC … Regular Mail. P.O. Box 1920 Denver, CO 80201. Overnight Mail. 1290 Broadway … Please read the prospectus for a Fund carefully before investing. Not FDIC … chick fil a westminster md lunch hours

Mutual Funds: Profile - research.tdameritrade.com

WebFeb 28, 2024 · Clarkston Partners Institutional. CISMX. Morningstar Analyst Rating. Quantitative rating as of Feb 28, 2024 See Clarkston Investment Hub. Quote. Chart. Fund Analysis. Performance. Sustainability. WebMar 27, 2024 · Mutual Funds Market US Open-end ex MM ex FoF ex Feeder. Total Net Assets 2.16 Bil. Investment Flows (TTM) −27.15 Mil. ... Clarkston Partners Institutional: 28: Clarkston Institutional: 29: WebJan 19, 2024 · SEC Filings for Clarkston Capital Partners, LLC (CIK No. 1562855) SEC Filings. May 2024 Sep 2024 Jan 2024 May 2024 Aug 2024 Dec 2024 Apr 2024 Aug 2024 Dec 2024 Form 13F-HR Form 13F-HR/A Form SC 13G Form SC 13G/A. Private Funds - 7B (1) Upload Fund Information. 1 Private Fund (s), Total Gross Asset Value: $1.075B. Name. chick fil a west monroe la

CLARKSTON PARTNERS FUND. INSTITUTIONAL CLASS (CISMX)

CLARKSTON PARTNERS FUND INSTITUTIONAL CLASS Markets …

WebClarkston Partners Fund Institutional Class-4.01%: 6.34%: 6.11%--7.90%: Mid-Cap Value-10.09%: 4.99%: 4.16%: 7.63%--After taxes on distributions and sale of fund shares WebMar 31, 2024 · Clarkston Partners Fund Institutional Class CISMX Prospectus Mutual Fund Report Card Summary Charts Performance Risk & Tax Analysis Portfolio Fund Facts & Fees Fund Performance Fund Details Historical Quote Dividends & Distributions YTD 1 Yr 3 Yrs 5 Yrs 10 Yrs Growth of $10,000 Investment • CISMX Fund • Index • Category chick fil a west monroe la phone numberWebClarkston Partners Institutional Inst (CISMX) Fund CISMX Price as of: MAR 24, 05:00 PM EDT $13.10 - $0.02 - 0.15% Primary Theme U.S. Mid-Cap Value Equity fund company Clarkston Funds Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return -3.5% 1 yr return -18.3% 3 Yr Avg Return 7.7% 5 Yr Avg Return 0.4% … chick fil a west monroe

"WebFeb 28, 2024 · Mutual Funds: Profile $13.53 0.27 (2.04%) YTD Return +5.30% As of February 28, 2024 Net Assets $1B As of March 21, 2024 12:00am ET Summary Performance Ratings & Risk Portfolio Fees & Management Print All Tabs Investment Returns, Risks and Complexities Carefully consider the investment objectives, risks, … " - Clarkston partners fund institutional

Clarkston partners fund institutional

Mutual Fund Ratings & Risk - TD Ameritrade

WebSearch mutual funds and view performance, ratings and risk, portfolio allocation, charts and more. Mutual Funds: Profile : Thursday, March 30, 2024 3:39:58 AM EDT. Show Me Clarkston Partners Fund Institutional Class: CISMX: PIMCO All Asset Fund Institutional Class: PAAIX: Federated Hermes SDG Engagement High Yield Credit Fund Institutional ... Web*Clarkston Capital Partners, LLC has contractually agreed to limit the amount of the Fund's Total Annual Fund Operating Expenses, exclusive of brokerage expenses, interest expenses, acquired fund fees and expenses, taxes and extraordinary expenses, to an annual rate of 0.55% of the Fund's average daily net assets for the Institutional Class …

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WebClarkston Partners Fund Institutional Class CISMX . Clarkston Funds Mid-Cap Value. Symbol lookup. Prospectus: $13.26 0.23 (1.70%) YTD Return +5.30%. As of February 28, 2024. Net Assets. $1B. As of April 4, 2024 12:00am ET. Summary; Performance; Ratings & Risk; Portfolio; Fees & Management; Print All Tabs. WebInstitutional Ownership and Shareholders. US Bank MM Deposit Account Global Fund (US:8AMMF0A92) has 53 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2,211,505,041 shares. Largest shareholders include KAGCX - Kensington Dynamic …

WebPlease read the prospectus for a Fund carefully before investing. Not FDIC Insured - No Bank Guarantee - May Lose Value. The Clarkston Funds are distributed by ALPS Distributors, Inc., 1290 Broadway, Ste. 1000, Denver, CO 80203. Clarkston Capital Partners, LLC is the investment adviser to the Clarkston Funds. WebApr 10, 2024 · CLARKSTON PARTNERS FUND INSTITUTIONAL CLASS- Performance charts including intraday, historical charts and prices and keydata.

WebApr 13, 2024 · Clarkston Capital Partners LLC now owns 6,903,235 shares of the closed-end fund's stock worth $148,558,000 after purchasing an additional 54,240 shares during the last quarter. Finally, Invesco Ltd. increased its position in Franklin Resources by 30.9% in the 1st quarter. WebClarkston Partners Fund Institutional Class Transaction Fee/Load 1 See Fund Picks from Fidelity ® for no transaction fee alternatives Prospectus More Morningstar ® Snapshot* AS OF 2/28/2024; Morningstar Category: Mid-Cap Value *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh

WebInstitutional investors purchased a net $481.3 thousand shares of APAM during the quarter ended June 2024. ... Clarkston Partners Fund (The) 1.96%: 1,335,000: 44,014,950 +398,881 +42.61%: iShares ...

WebInstitutional investors purchased a net $1.8 million shares of TAP during the quarter ended June 2024 and now own 87.07% of the total shares outstanding. This majority interest is a greater... chick fil a westminster md catering menuWebApr 13, 2024 · Clarkston Capital Partners LLC now owns 6,903,235 shares of the closed-end fund’s stock worth $148,558,000 after purchasing an additional 54,240 shares during the last quarter. chick-fil-a westminster mdWebClass I shares and institutional have no sales charge and may be purchased by specified classes of investors. Data provided by Nasdaq Data Link, a premier source for financial, economic and... go rest high songWebIR acts as a valued liaison between our clients and the Investment Team, allowing us to clearly communicate Clarkston Capital’s investment philosophy and process. Our main focus is to foster long-term relationships with clients utilizing Clarkston Capital strategies to help meet investment goals. Claire Baenen Investor Relations Chris Klau go rest high upon that mountain lyricsWebJan 31, 2024 · CISMX - See the Zacks Mutual Fund Rank for CLARKSTON PARTNERS FUND. INSTITUTIONAL CLASS - Zacks.com Clarkston Partners Fund. Institutional Class: (MF: CISMX) (NASDAQ Mutual Funds) As of... go rest high on the mountain lyrics and cordsWebJan 31, 2024 · Clarkston Partners Fund. Institutional Class: (MF: CISMX) (NASDAQ Mutual Funds) As of Feb 24, 2024 08:00 PM ET Add to portfolio $14.30 USD -0.11 (-0.76%) Zacks MF Rank 2-Buy 2 View All Zacks... go rest high up on that mountain lyricsWebCLARKSTON PARTNERS FUND. INSTITUTIONAL CLASS (CISMX) Stock Price, News, Quote & History - Yahoo Finance U.S. markets open in 9 hours 6 minutes CLARKSTON PARTNERS FUND. INSTITUTIONAL CLASS... chick fil a west nashville