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Avantax Advisory Services’s Hanmi Financial HAFC Stock Holding History

Avantax Advisory Services’s Portfolio HAFC Stock Details HAFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,664
Closed -$260K – 580
2019
Q2 		$260K Sell
11,664
-1,988
-15% -$44.1K 0.01% 426
2019
Q1 		$290K Buy
+13,652
New +$297K 0.02% 361

Other funds holding HAFC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Advisory Services's HAFC Position: Q3 2019 in Review

Avantax Advisory Services sold out of Hanmi Financial (HAFC) in Q3 2019, closing a stake of 11,664 shares — an estimated $260K sold.

Avantax Advisory Services first reported a position in HAFC in Q1 2019 and held it in 2 quarters. The position peaked at $290K in Q1 2019. 129 funds tracked by Wall St. Rank hold HAFC as of Q3 2019.

  • Avantax Advisory Services reported no remaining Hanmi Financial position as of Q3 2019 after selling out during the quarter.
  • Avantax Advisory Services sold 11,664 Hanmi Financial shares in Q3 2019, an estimated $260K.
  • Avantax Advisory Services first reported a position in Hanmi Financial in Q1 2019 and held it in 2 quarters.
  • Avantax Advisory Services's Hanmi Financial position peaked at $290K in Q1 2019.
  • 129 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2019.

Based on Avantax Advisory Services's 13F filing for Q3 2019, filed 8 Nov 2019.