BFA
HURC icon

Bragg Financial Advisors’s Hurco Companies Inc HURC Stock Holding History

Bragg Financial Advisors’s Portfolio HURC Stock Details HURC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,202
Closed -$389K – 254
2017
Q2 		$389K Sell
11,202
-5,760
-34% -$175K 0.06% 216
2017
Q1 		$528K Sell
16,962
-29,645
-64% -$881K 0.08% 196
2016
Q4 		$1.54M Hold
46,607
– – 0.25% 133
2016
Q3 		$1.31M Sell
46,607
-525
-1% -$14.8K 0.23% 141
2016
Q2 		$1.31M Sell
47,132
-540
-1% -$17K 0.24% 139
2016
Q1 		$1.57M Sell
47,672
-620
-1% -$16.9K 0.3% 125
2015
Q4 		$1.28M Buy
48,292
+1,881
+4% +$50.1K 0.28% 119
2015
Q3 		$1.22M Sell
46,411
-2,116
-4% -$65.2K 0.29% 115
2015
Q2 		$1.68M Hold
48,527
– – 0.38% 102
2015
Q1 		$1.6M Buy
48,527
+1,370
+3% +$46.8K 0.37% 105
2014
Q4 		$1.61M Sell
47,157
-620
-1% -$21.8K 0.39% 100
2014
Q3 		$1.8M Sell
47,777
-590
-1% -$19.6K 0.45% 87
2014
Q2 		$1.36M Hold
48,367
– – 0.33% 110
2014
Q1 		$1.29M Sell
48,367
-3,055
-6% -$77.7K 0.32% 117
2013
Q4 		$1.29M Buy
51,422
+375
+0.7% +$9.44K 0.31% 121
2013
Q3 		$1.32M Buy
51,047
+420
+0.8% +$11.9K 0.34% 113
2013
Q2 		$1.46M Buy
+50,627
New +$1.38M 0.4% 101

Other funds holding HURC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
AIS
AlphaOne Investment Services West Chester, Pennsylvania $79.5M AUM 49.42% 1-Year Est. Return

Bragg Financial Advisors's HURC Position: Q3 2017 in Review

Bragg Financial Advisors sold out of Hurco Companies Inc (HURC) in Q3 2017, closing a stake of 11,202 shares — an estimated $389K sold.

Bragg Financial Advisors first reported a position in HURC in Q2 2013 and held it in 17 quarters. The position peaked at $1.8M in Q3 2014. 87 funds tracked by Wall St. Rank hold HURC as of Q3 2017.

  • Bragg Financial Advisors reported no remaining Hurco Companies Inc position as of Q3 2017 after selling out during the quarter.
  • Bragg Financial Advisors sold 11,202 Hurco Companies Inc shares in Q3 2017, an estimated $389K.
  • Bragg Financial Advisors first reported a position in Hurco Companies Inc in Q2 2013 and held it in 17 quarters.
  • Bragg Financial Advisors's Hurco Companies Inc position peaked at $1.8M in Q3 2014.
  • 87 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q3 2017.

Based on Bragg Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.