CFA
HIT

Carroll Financial Associates’s HITACHI LTD ADR (10COM)NEW HIT Stock Holding History

Carroll Financial Associates’s Portfolio HIT Stock Details HIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-50
Closed -$3K – 991
2014
Q3 		$3K Buy
+50
New +$3K ﹤0.01% 733
2014
Q1 		– Sell
-50
Closed -$3K – 989
2013
Q4 		$3K Buy
+50
New +$3K ﹤0.01% 694

Other funds holding HIT

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
PIA
Philadelphia International Advisors Philadelphia, Pennsylvania $239M AUM 0.61% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
GC
Gratry & Company Beachwood, Ohio $72.2M AUM 19.91% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
ICM
ICC Capital Management Orlando, Florida $760M AUM 17.03% 1-Year Est. Return

Carroll Financial Associates's HIT Position: Q4 2014 in Review

Carroll Financial Associates sold out of HITACHI LTD ADR (10COM)NEW (HIT) in Q4 2014, closing a stake of 50 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in HIT in Q4 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2014. 28 funds tracked by Wall St. Rank hold HIT as of Q4 2014.

  • Carroll Financial Associates reported no remaining HITACHI LTD ADR (10COM)NEW position as of Q4 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 50 HITACHI LTD ADR (10COM)NEW shares in Q4 2014, an estimated $3K.
  • Carroll Financial Associates first reported a position in HITACHI LTD ADR (10COM)NEW in Q4 2013 and held it in 2 quarters.
  • Carroll Financial Associates's HITACHI LTD ADR (10COM)NEW position peaked at $3K in Q3 2014.
  • 28 funds tracked by Wall St. Rank held HITACHI LTD ADR (10COM)NEW as of Q4 2014.

Based on Carroll Financial Associates's 13F filing for Q4 2014, filed 9 Feb 2015.