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Capital Investment Advisory Services’s Houlihan Lokey HLI Stock Holding History

Capital Investment Advisory Services’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-146
Closed -$6K – 1409
2019
Q2 		$6K Buy
+146
New +$6.82K ﹤0.01% 1090

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Capital Investment Advisory Services's HLI Position: Q3 2019 in Review

Capital Investment Advisory Services sold out of Houlihan Lokey (HLI) in Q3 2019, closing a stake of 146 shares — an estimated $6K sold.

Capital Investment Advisory Services first reported a position in HLI in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 194 funds tracked by Wall St. Rank hold HLI as of Q3 2019.

  • Capital Investment Advisory Services reported no remaining Houlihan Lokey position as of Q3 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 146 Houlihan Lokey shares in Q3 2019, an estimated $6K.
  • Capital Investment Advisory Services first reported a position in Houlihan Lokey in Q2 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's Houlihan Lokey position peaked at $6K in Q2 2019.
  • 194 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2019.

Based on Capital Investment Advisory Services's 13F filing for Q3 2019, filed 17 Oct 2019.