Steven Romick

Steven Romick

Last Update: 04-16-2015
Related: First Pacific Advisors
Robert Rodriguez

Number of Stocks: 65
Number of New Stocks: 1

Total Value: $10,256 Mil
Q/Q Turnover: 5%

Countries: USA GBR NOR FRA BEL ESP DEU MYS JPN
Details: Top Buys | Top Sales | Top Holdings  Embed:

Steven Romick Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


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Steven Romick's Profile:

Steven Romick is the portfolio manager of FPA Crescent Fund. As of Jan. 31, the fund has delivered more than 11% a year in average over the past 10 years. His fund has about $2.8 billion under management



Steven Romick's Performance:

Average Annual Return of FPA Crescent Fund
5 Yrs 10 Yrs Since Inception
10.6% 8.4% 10.8%
» More Profile & Performance

Steven Romick's Current Portfolio:


Ticker Shares Value ($1000)
Premium17,208,000742,525
Premium6,430,000618,052
Premium14,530,000590,717
Premium3,001,708462,791
Premium6,239,400446,866
Premium8,645,300445,406
Premium4,146,600427,971
Premium3,180,000427,201
Premium7,580,800415,352
Premium13,330,600366,925
» More Current Portfolio

Steven Romick's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 21.3% 21.3%
Healthcare 13.5% 13.5%
Consumer Defensive 10.7% 10.7%
Technology 10.1% 10.1%
Consumer Cyclical 5.7% 5.7%
Energy 5.3% 5.3%
Basic Materials 3.4% 3.4%
Communication Services 0.9% 0.9%
Real Estate -0.2% -0.2%
» More Sector Weightings

Steven Romick's News:

» More Related News


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User Comments

Keithlevy1234
ReplyKeithlevy1234 - 10 months ago
No its a pair trade he did.
JoeDaWealthManager
ReplyJoeDaWealthManager - 1 year ago
Why short VZ? Is it a race to the bottom on price plans?
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