Chicago Partners Investment Group’s Haverty Furniture Companies HVT Stock Holding History

Chicago Partners Investment Group’s Portfolio HVT Stock Details HVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-300	Closed	-$6K	–	592
2018 Q3	$6K	Hold	300	–	–	﹤0.01%	890
2018 Q2	$6K	Hold	300	–	–	﹤0.01%	857
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	831
2017 Q4	$7K	Hold	300	–	–	﹤0.01%	784
2017 Q3	$8K	Buy	+300	New	+$7.17K	﹤0.01%	807
2017 Q2	–	Sell	-300	Closed	-$7K	–	712
2017 Q1	$7K	Hold	300	–	–	﹤0.01%	475
2016 Q4	$7K	Hold	300	–	–	﹤0.01%	447
2016 Q3	$6K	Hold	300	–	–	﹤0.01%	450
2016 Q2	$5K	Hold	300	–	–	﹤0.01%	404
2016 Q1	$6K	Hold	300	–	–	﹤0.01%	377
2015 Q4	$6K	Hold	300	–	–	﹤0.01%	436
2015 Q3	$7K	Hold	300	–	–	﹤0.01%	363
2015 Q2	$6K	Buy	+300	New	+$6.57K	﹤0.01%	382

Other funds holding HVT

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Chicago Partners Investment Group's HVT Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Haverty Furniture Companies (HVT) in Q4 2018, closing a stake of 300 shares — an estimated $6K sold.

Chicago Partners Investment Group first reported a position in HVT in Q2 2015 and held it in 13 quarters. The position peaked at $8K in Q3 2017. 123 funds tracked by Wall St. Rank hold HVT as of Q4 2018.

Chicago Partners Investment Group reported no remaining Haverty Furniture Companies position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 300 Haverty Furniture Companies shares in Q4 2018, an estimated $6K.
Chicago Partners Investment Group first reported a position in Haverty Furniture Companies in Q2 2015 and held it in 13 quarters.
Chicago Partners Investment Group's Haverty Furniture Companies position peaked at $8K in Q3 2017.
123 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.