BRC
HVBC

Bell Rock Capital’s HV Bancorp, Inc. Common Stock HVBC Stock Holding History

Bell Rock Capital’s Portfolio HVBC Stock Details HVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-569
Closed -$9K – 482
2018
Q3 		$9K Hold
569
– – ﹤0.01% 364
2018
Q2 		$8K Hold
569
– – ﹤0.01% 384
2018
Q1 		$8K Buy
569
+19
+3% +$282 ﹤0.01% 385
2017
Q4 		$8K Hold
550
– – ﹤0.01% 371
2017
Q3 		$8K Buy
+550
New +$7.94K ﹤0.01% 352

Other funds holding HVBC

LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
KTC
Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bell Rock Capital's HVBC Position: Q4 2018 in Review

Bell Rock Capital sold out of HV Bancorp, Inc. Common Stock (HVBC) in Q4 2018, closing a stake of 569 shares — an estimated $9K sold.

Bell Rock Capital first reported a position in HVBC in Q3 2017 and held it in 5 quarters. The position peaked at $9K in Q3 2018. 11 funds tracked by Wall St. Rank hold HVBC as of Q4 2018.

  • Bell Rock Capital reported no remaining HV Bancorp, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Bell Rock Capital sold 569 HV Bancorp, Inc. Common Stock shares in Q4 2018, an estimated $9K.
  • Bell Rock Capital first reported a position in HV Bancorp, Inc. Common Stock in Q3 2017 and held it in 5 quarters.
  • Bell Rock Capital's HV Bancorp, Inc. Common Stock position peaked at $9K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held HV Bancorp, Inc. Common Stock as of Q4 2018.

Based on Bell Rock Capital's 13F filing for Q4 2018, filed 25 Jan 2019.