BFA
HTH icon

Bragg Financial Advisors’s Hilltop Holdings HTH Stock Holding History

Bragg Financial Advisors’s Portfolio HTH Stock Details HTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,423
Closed -$204K – 260
2018
Q4 		$204K Sell
11,423
-91,730
-89% -$1.74M 0.03% 250
2018
Q3 		$2.08M Hold
103,153
– – 0.28% 115
2018
Q2 		$2.28M Sell
103,153
-2,335
-2% -$54.4K 0.33% 114
2018
Q1 		$2.48M Sell
105,488
-45,000
-30% -$1.14M 0.36% 105
2017
Q4 		$3.81M Buy
150,488
+305
+0.2% +$7.48K 0.55% 69
2017
Q3 		$3.9M Sell
150,183
-600
-0.4% -$15.1K 0.6% 64
2017
Q2 		$3.95M Sell
150,783
-24,545
-14% -$650K 0.62% 59
2017
Q1 		$4.82M Buy
175,328
+305
+0.2% +$8.52K 0.77% 44
2016
Q4 		$5.22M Hold
175,023
– – 0.86% 32
2016
Q3 		$3.93M Hold
175,023
– – 0.7% 48
2016
Q2 		$3.67M Buy
175,023
+40,780
+30% +$814K 0.66% 54
2016
Q1 		$2.54M Buy
134,243
+39,546
+42% +$668K 0.49% 84
2015
Q4 		$1.82M Buy
94,697
+5,850
+7% +$122K 0.39% 99
2015
Q3 		$1.76M Sell
88,847
-1,865
-2% -$39.9K 0.42% 90
2015
Q2 		$2.19M Hold
90,712
– – 0.5% 79
2015
Q1 		$1.76M Buy
90,712
+2,575
+3% +$49K 0.41% 99
2014
Q4 		$1.76M Sell
88,137
-875
-1% -$18K 0.43% 93
2014
Q3 		$1.78M Sell
89,012
-1,270
-1% -$26.3K 0.45% 88
2014
Q2 		$1.92M Hold
90,282
– – 0.46% 88
2014
Q1 		$2.15M Buy
90,282
+270
+0.3% +$6.42K 0.52% 77
2013
Q4 		$2.08M Hold
90,012
– – 0.51% 80
2013
Q3 		$1.67M Buy
90,012
+815
+0.9% +$13.7K 0.43% 89
2013
Q2 		$1.46M Buy
+89,197
New +$1.33M 0.4% 100

Other funds holding HTH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bragg Financial Advisors's HTH Position: Q1 2019 in Review

Bragg Financial Advisors sold out of Hilltop Holdings (HTH) in Q1 2019, closing a stake of 11,423 shares — an estimated $204K sold.

Bragg Financial Advisors first reported a position in HTH in Q2 2013 and held it in 23 quarters. The position peaked at $5.22M in Q4 2016. 147 funds tracked by Wall St. Rank hold HTH as of Q1 2019.

  • Bragg Financial Advisors reported no remaining Hilltop Holdings position as of Q1 2019 after selling out during the quarter.
  • Bragg Financial Advisors sold 11,423 Hilltop Holdings shares in Q1 2019, an estimated $204K.
  • Bragg Financial Advisors first reported a position in Hilltop Holdings in Q2 2013 and held it in 23 quarters.
  • Bragg Financial Advisors's Hilltop Holdings position peaked at $5.22M in Q4 2016.
  • 147 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2019.

Based on Bragg Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.