Advisor Group’s Hingham Institution for Saving HIFS Stock Holding History

Advisor Group’s Portfolio HIFS Stock Details HIFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$29K	Hold	138	–	–	﹤0.01%	3746
2019 Q3	$26K	Hold	138	–	–	﹤0.01%	3795
2019 Q2	$28K	Hold	138	–	–	﹤0.01%	3752
2019 Q1	$24K	Buy	138 +1	+0.7%	+$188	﹤0.01%	3884
2018 Q4	$27K	Sell	137 -25	-15%	-$5.23K	﹤0.01%	3609
2018 Q3	$36K	Hold	162	–	–	﹤0.01%	3515
2018 Q2	$36K	Hold	162	–	–	﹤0.01%	3342
2018 Q1	$34K	Hold	162	–	–	﹤0.01%	3347
2017 Q4	$34K	Sell	162 -84	-34%	-$17K	﹤0.01%	3351
2017 Q3	$47K	Hold	246	–	–	﹤0.01%	2988
2017 Q2	$45K	Hold	246	–	–	﹤0.01%	2913
2017 Q1	$44K	Sell	246 -24	-9%	-$4.5K	﹤0.01%	2813
2016 Q4	$53K	Hold	270	–	–	﹤0.01%	2575
2016 Q3	$37K	Buy	270 +1	+0.4%	+$131	﹤0.01%	2752
2016 Q2	$33K	Buy	+269	New	+$34.2K	﹤0.01%	2712

Other funds holding HIFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CYG

Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return

Advisor Group's HIFS Position: Q4 2019 in Review

Advisor Group held its Hingham Institution for Saving (HIFS) position steady in Q4 2019 at 138 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #3746.

Advisor Group first reported a position in HIFS in Q2 2016 and has held it in 15 quarters since. The position peaked at $53K in Q4 2016. 80 funds tracked by Wall St. Rank hold HIFS as of Q4 2019.

Advisor Group held 138 shares of Hingham Institution for Saving worth $29K as of Q4 2019.
Advisor Group left its Hingham Institution for Saving share count unchanged in Q4 2019.
Hingham Institution for Saving made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3746 holding.
Advisor Group first reported a position in Hingham Institution for Saving in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Hingham Institution for Saving position peaked at $53K in Q4 2016.
80 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.