Berman Capital Advisors’s Houlihan Lokey HLI Stock Holding History

Berman Capital Advisors’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-15	Closed	–	–	1495
2019 Q2	$0	Buy	+15	New	+$701	﹤0.01%	1513

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Berman Capital Advisors's HLI Position: Q3 2019 in Review

Berman Capital Advisors sold out of Houlihan Lokey (HLI) in Q3 2019, closing a stake of 15 shares.

Berman Capital Advisors first reported a position in HLI in Q2 2019 and held it in 1 quarter. The position peaked at $0 in Q2 2019. 194 funds tracked by Wall St. Rank hold HLI as of Q3 2019.

Berman Capital Advisors reported no remaining Houlihan Lokey position as of Q3 2019 after selling out during the quarter.
Berman Capital Advisors sold 15 Houlihan Lokey shares in Q3 2019.
Berman Capital Advisors first reported a position in Houlihan Lokey in Q2 2019 and held it in 1 quarter.
Berman Capital Advisors's Houlihan Lokey position peaked at $0 in Q2 2019.
194 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.