BPM
HVT icon

Bowling Portfolio Management’s Haverty Furniture Companies HVT Stock Holding History

Bowling Portfolio Management’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-25,717
Closed -$582K – 380
2017
Q4 		$582K Sell
25,717
-4,808
-16% -$116K 0.08% 295
2017
Q3 		$798K Buy
+30,525
New +$729K 0.12% 252
2017
Q1 		– Sell
-26,366
Closed -$625K – 342
2016
Q4 		$625K Buy
+26,366
New +$552K 0.09% 197

Other funds holding HVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bowling Portfolio Management's HVT Position: Q1 2018 in Review

Bowling Portfolio Management sold out of Haverty Furniture Companies (HVT) in Q1 2018, closing a stake of 25,717 shares — an estimated $582K sold.

Bowling Portfolio Management first reported a position in HVT in Q4 2016 and held it in 3 quarters. The position peaked at $798K in Q3 2017. 129 funds tracked by Wall St. Rank hold HVT as of Q1 2018.

  • Bowling Portfolio Management reported no remaining Haverty Furniture Companies position as of Q1 2018 after selling out during the quarter.
  • Bowling Portfolio Management sold 25,717 Haverty Furniture Companies shares in Q1 2018, an estimated $582K.
  • Bowling Portfolio Management first reported a position in Haverty Furniture Companies in Q4 2016 and held it in 3 quarters.
  • Bowling Portfolio Management's Haverty Furniture Companies position peaked at $798K in Q3 2017.
  • 129 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2018.

Based on Bowling Portfolio Management's 13F filing for Q1 2018, filed 25 Apr 2018.