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Carroll Financial Associates’s Highwoods Properties HIW Stock Holding History

Carroll Financial Associates’s Portfolio HIW Stock Details HIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-550
Closed -$20K – 1562
2020
Q2 		$20K Hold
550
– – ﹤0.01% 853
2020
Q1 		$19K Sell
550
-212
-28% -$9.69K ﹤0.01% 790
2019
Q4 		$37K Buy
762
+2
+0.3% +$93 ﹤0.01% 728
2019
Q3 		$34K Buy
760
+452
+147% +$19.8K ﹤0.01% 700
2019
Q2 		$12K Buy
308
+2
+0.7% +$89 ﹤0.01% 952
2019
Q1 		$14K Buy
306
+2
+0.7% +$89 ﹤0.01% 844
2018
Q4 		$12K Buy
304
+3
+1% +$130 ﹤0.01% 797
2018
Q3 		$14K Buy
301
+1
+0.3% +$49 ﹤0.01% 812
2018
Q2 		$15K Buy
300
+2
+0.7% +$92 ﹤0.01% 764
2018
Q1 		$13K Buy
298
+2
+0.7% +$91 ﹤0.01% 777
2017
Q4 		$15K Buy
296
+2
+0.7% +$103 ﹤0.01% 735
2017
Q3 		$15K Buy
294
+2
+0.7% +$102 ﹤0.01% 728
2017
Q2 		$14K Buy
292
+1
+0.3% +$51 ﹤0.01% 755
2017
Q1 		$14K Buy
291
+5
+2% +$254 ﹤0.01% 743
2016
Q4 		$14K Buy
286
+1
+0.4% +$49 ﹤0.01% 716
2016
Q3 		$14K Buy
285
+185
+185% +$9.84K ﹤0.01% 736
2016
Q2 		$5K Hold
100
– – ﹤0.01% 924
2016
Q1 		$4K Hold
100
– – ﹤0.01% 939
2015
Q4 		$4K Hold
100
– – ﹤0.01% 902
2015
Q3 		$4K Hold
100
– – ﹤0.01% 879
2015
Q2 		$4K Hold
100
– – ﹤0.01% 890
2015
Q1 		$5K Buy
+100
New +$4.61K ﹤0.01% 634
2014
Q3 		– Sell
-100
Closed -$4K – 873
2014
Q2 		$4K Hold
100
– – ﹤0.01% 743
2014
Q1 		$4K Buy
+100
New +$3.71K ﹤0.01% 681

Other funds holding HIW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carroll Financial Associates's HIW Position: Q3 2020 in Review

Carroll Financial Associates sold out of Highwoods Properties (HIW) in Q3 2020, closing a stake of 550 shares — an estimated $20K sold.

Carroll Financial Associates first reported a position in HIW in Q1 2014 and held it in 24 quarters. The position peaked at $37K in Q4 2019. 297 funds tracked by Wall St. Rank hold HIW as of Q3 2020.

  • Carroll Financial Associates reported no remaining Highwoods Properties position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 550 Highwoods Properties shares in Q3 2020, an estimated $20K.
  • Carroll Financial Associates first reported a position in Highwoods Properties in Q1 2014 and held it in 24 quarters.
  • Carroll Financial Associates's Highwoods Properties position peaked at $37K in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Highwoods Properties as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.