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Bellwether Investment Group’s Home BancShares HOMB Stock Holding History

Bellwether Investment Group’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-465
Closed -$13K – 299
2017
Q1 		$13K Sell
465
-11
-2% -$302 0.03% 419
2016
Q4 		$13K Buy
+476
New +$11.5K 0.01% 567

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bellwether Investment Group's HOMB Position: Q2 2017 in Review

Bellwether Investment Group sold out of Home BancShares (HOMB) in Q2 2017, closing a stake of 465 shares — an estimated $13K sold.

Bellwether Investment Group first reported a position in HOMB in Q4 2016 and held it in 2 quarters. The position peaked at $13K in Q1 2017. 215 funds tracked by Wall St. Rank hold HOMB as of Q2 2017.

  • Bellwether Investment Group reported no remaining Home BancShares position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 465 Home BancShares shares in Q2 2017, an estimated $13K.
  • Bellwether Investment Group first reported a position in Home BancShares in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Home BancShares position peaked at $13K in Q1 2017.
  • 215 funds tracked by Wall St. Rank held Home BancShares as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.