AWM
HMHC

Avior Wealth Management’s Houghton Mifflin Harcourt Company HMHC Stock Holding History

Avior Wealth Management’s Portfolio HMHC Stock Details HMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13,282
Closed -$117K – 741
2018
Q4 		$117K Hold
13,282
– – 0.03% 414
2018
Q3 		$93K Hold
13,282
– – 0.02% 443
2018
Q2 		$102K Sell
13,282
-158
-1% -$1.12K 0.02% 440
2018
Q1 		$93K Sell
13,440
-911
-6% -$7.21K 0.02% 446
2017
Q4 		$133K Buy
+14,351
New +$143K 0.03% 413

Other funds holding HMHC

ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.14B AUM 139.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Avior Wealth Management's HMHC Position: Q1 2019 in Review

Avior Wealth Management sold out of Houghton Mifflin Harcourt Company (HMHC) in Q1 2019, closing a stake of 13,282 shares — an estimated $117K sold.

Avior Wealth Management first reported a position in HMHC in Q4 2017 and held it in 5 quarters. The position peaked at $133K in Q4 2017. 151 funds tracked by Wall St. Rank hold HMHC as of Q1 2019.

  • Avior Wealth Management reported no remaining Houghton Mifflin Harcourt Company position as of Q1 2019 after selling out during the quarter.
  • Avior Wealth Management sold 13,282 Houghton Mifflin Harcourt Company shares in Q1 2019, an estimated $117K.
  • Avior Wealth Management first reported a position in Houghton Mifflin Harcourt Company in Q4 2017 and held it in 5 quarters.
  • Avior Wealth Management's Houghton Mifflin Harcourt Company position peaked at $133K in Q4 2017.
  • 151 funds tracked by Wall St. Rank held Houghton Mifflin Harcourt Company as of Q1 2019.

Based on Avior Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.