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Burney Company’s HCI Group HCI Stock Holding History

Burney Company’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-8,832
Closed -$294K – 379
2016
Q1 		$294K Sell
8,832
-625
-7% -$20.4K 0.02% 326
2015
Q4 		$332K Sell
9,457
-450
-5% -$17.6K 0.02% 294
2015
Q3 		$384K Buy
9,907
+88
+0.9% +$3.65K 0.03% 276
2015
Q2 		$434K Buy
9,819
+150
+2% +$6.72K 0.03% 290
2015
Q1 		$444K Sell
9,669
-950
-9% -$44K 0.03% 295
2014
Q4 		$459K Sell
10,619
-1,036
-9% -$45.7K 0.04% 285
2014
Q3 		$419K Buy
+11,655
New +$471K 0.04% 291

Other funds holding HCI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Burney Company's HCI Position: Q2 2016 in Review

Burney Company sold out of HCI Group (HCI) in Q2 2016, closing a stake of 8,832 shares — an estimated $294K sold.

Burney Company first reported a position in HCI in Q3 2014 and held it in 7 quarters. The position peaked at $459K in Q4 2014. 109 funds tracked by Wall St. Rank hold HCI as of Q2 2016.

  • Burney Company reported no remaining HCI Group position as of Q2 2016 after selling out during the quarter.
  • Burney Company sold 8,832 HCI Group shares in Q2 2016, an estimated $294K.
  • Burney Company first reported a position in HCI Group in Q3 2014 and held it in 7 quarters.
  • Burney Company's HCI Group position peaked at $459K in Q4 2014.
  • 109 funds tracked by Wall St. Rank held HCI Group as of Q2 2016.

Based on Burney Company's 13F filing for Q2 2016, filed 10 Aug 2016.