Calton & Associates’s HCI Group HCI Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-500	Closed	-$17K	–	725
2017 Q4	$17K	Buy	+500	New	+$16.6K	﹤0.01%	924

Other funds holding HCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Calton & Associates's HCI Position: Q1 2018 in Review

Calton & Associates sold out of HCI Group (HCI) in Q1 2018, closing a stake of 500 shares — an estimated $17K sold.

Calton & Associates first reported a position in HCI in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 105 funds tracked by Wall St. Rank hold HCI as of Q1 2018.

Calton & Associates reported no remaining HCI Group position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 500 HCI Group shares in Q1 2018, an estimated $17K.
Calton & Associates first reported a position in HCI Group in Q4 2017 and held it in 1 quarter.
Calton & Associates's HCI Group position peaked at $17K in Q4 2017.
105 funds tracked by Wall St. Rank held HCI Group as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.