ACI
HCC

Alpha Cubed Investments’s HCC INSURANCES HOLDINGS INC HCC Stock Holding History

Alpha Cubed Investments’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-4,600
Closed -$353K – 218
2015
Q2 		$353K Hold
4,600
– – 0.09% 139
2015
Q1 		$261K Sell
4,600
-550
-11% -$30.4K 0.08% 150
2014
Q4 		$276K Sell
5,150
-300
-6% -$15.5K 0.11% 121
2014
Q3 		$263K Sell
5,450
-200
-4% -$9.73K 0.12% 126
2014
Q2 		$277K Sell
5,650
-600
-10% -$27.9K 0.12% 149
2014
Q1 		$284K Sell
6,250
-10,600
-63% -$468K 0.15% 143
2013
Q4 		$777K Buy
+16,850
New +$760K 0.28% 118

Other funds holding HCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Alpha Cubed Investments's HCC Position: Q3 2015 in Review

Alpha Cubed Investments sold out of HCC INSURANCES HOLDINGS INC (HCC) in Q3 2015, closing a stake of 4,600 shares — an estimated $353K sold.

Alpha Cubed Investments first reported a position in HCC in Q4 2013 and held it in 7 quarters. The position peaked at $777K in Q4 2013. 302 funds tracked by Wall St. Rank hold HCC as of Q3 2015.

  • Alpha Cubed Investments reported no remaining HCC INSURANCES HOLDINGS INC position as of Q3 2015 after selling out during the quarter.
  • Alpha Cubed Investments sold 4,600 HCC INSURANCES HOLDINGS INC shares in Q3 2015, an estimated $353K.
  • Alpha Cubed Investments first reported a position in HCC INSURANCES HOLDINGS INC in Q4 2013 and held it in 7 quarters.
  • Alpha Cubed Investments's HCC INSURANCES HOLDINGS INC position peaked at $777K in Q4 2013.
  • 302 funds tracked by Wall St. Rank held HCC INSURANCES HOLDINGS INC as of Q3 2015.

Based on Alpha Cubed Investments's 13F filing for Q3 2015, filed 9 Nov 2015.