BCM
HERO

Bourgeon Capital Management’s HERCULES OFFSHORE INC COM STK HERO Stock Holding History

Bourgeon Capital Management’s Portfolio HERO Stock Details HERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-32,000
Closed -$236K – 106
2013
Q3 		$236K Buy
32,000
+2,000
+7% +$14.6K 0.16% 91
2013
Q2 		$211K Buy
+30,000
New +$212K 0.15% 87

Other funds holding HERO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Bourgeon Capital Management's HERO Position: Q4 2013 in Review

Bourgeon Capital Management sold out of HERCULES OFFSHORE INC COM STK (HERO) in Q4 2013, closing a stake of 32,000 shares — an estimated $236K sold.

Bourgeon Capital Management first reported a position in HERO in Q2 2013 and held it in 2 quarters. The position peaked at $236K in Q3 2013. 180 funds tracked by Wall St. Rank hold HERO as of Q4 2013.

  • Bourgeon Capital Management reported no remaining HERCULES OFFSHORE INC COM STK position as of Q4 2013 after selling out during the quarter.
  • Bourgeon Capital Management sold 32,000 HERCULES OFFSHORE INC COM STK shares in Q4 2013, an estimated $236K.
  • Bourgeon Capital Management first reported a position in HERCULES OFFSHORE INC COM STK in Q2 2013 and held it in 2 quarters.
  • Bourgeon Capital Management's HERCULES OFFSHORE INC COM STK position peaked at $236K in Q3 2013.
  • 180 funds tracked by Wall St. Rank held HERCULES OFFSHORE INC COM STK as of Q4 2013.

Based on Bourgeon Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.