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Advisory Research’s Home BancShares HOMB Stock Holding History

Advisory Research’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-74,912
Closed -$1.89M – 422
2017
Q3 		$1.89M Sell
74,912
-6,821
-8% -$164K 0.03% 224
2017
Q2 		$2.04M Sell
81,733
-47,807
-37% -$1.19M 0.03% 219
2017
Q1 		$3.51M Buy
129,540
+8,877
+7% +$244K 0.05% 194
2016
Q4 		$3.35M Buy
+120,663
New +$2.93M 0.05% 164

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Advisory Research's HOMB Position: Q4 2017 in Review

Advisory Research sold out of Home BancShares (HOMB) in Q4 2017, closing a stake of 74,912 shares — an estimated $1.89M sold.

Advisory Research first reported a position in HOMB in Q4 2016 and held it in 4 quarters. The position peaked at $3.51M in Q1 2017. 245 funds tracked by Wall St. Rank hold HOMB as of Q4 2017.

  • Advisory Research reported no remaining Home BancShares position as of Q4 2017 after selling out during the quarter.
  • Advisory Research sold 74,912 Home BancShares shares in Q4 2017, an estimated $1.89M.
  • Advisory Research first reported a position in Home BancShares in Q4 2016 and held it in 4 quarters.
  • Advisory Research's Home BancShares position peaked at $3.51M in Q1 2017.
  • 245 funds tracked by Wall St. Rank held Home BancShares as of Q4 2017.

Based on Advisory Research's 13F filing for Q4 2017, filed 8 Feb 2018.