Advisory Research’s HarborOne Bancorp HONE Stock Holding History

Advisory Research’s Portfolio HONE Stock Details HONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-57,196	Closed	-$636K	–	449
2017 Q2	$636K	Buy	+57,196	New	+$641K	0.01%	344

Other funds holding HONE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's HONE Position: Q3 2017 in Review

Advisory Research sold out of HarborOne Bancorp (HONE) in Q3 2017, closing a stake of 57,196 shares — an estimated $636K sold.

Advisory Research first reported a position in HONE in Q2 2017 and held it in 1 quarter. The position peaked at $636K in Q2 2017. 53 funds tracked by Wall St. Rank hold HONE as of Q3 2017.

Advisory Research reported no remaining HarborOne Bancorp position as of Q3 2017 after selling out during the quarter.
Advisory Research sold 57,196 HarborOne Bancorp shares in Q3 2017, an estimated $636K.
Advisory Research first reported a position in HarborOne Bancorp in Q2 2017 and held it in 1 quarter.
Advisory Research's HarborOne Bancorp position peaked at $636K in Q2 2017.
53 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.