Circle Wealth Management’s Hexcel HXL Stock Holding History

Circle Wealth Management’s Portfolio HXL Stock Details HXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,000	Closed	-$220K	–	205
2019 Q4	$220K	Hold	3,000	–	–	0.04%	170
2019 Q3	$246K	Hold	3,000	–	–	0.05%	143
2019 Q2	$243K	Hold	3,000	–	–	0.05%	137
2019 Q1	$207K	Buy	+3,000	New	+$202K	0.05%	151

Other funds holding HXL

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Circle Wealth Management's HXL Position: Q1 2020 in Review

Circle Wealth Management sold out of Hexcel (HXL) in Q1 2020, closing a stake of 3,000 shares — an estimated $220K sold.

Circle Wealth Management first reported a position in HXL in Q1 2019 and held it in 4 quarters. The position peaked at $246K in Q3 2019. 391 funds tracked by Wall St. Rank hold HXL as of Q1 2020.

Circle Wealth Management reported no remaining Hexcel position as of Q1 2020 after selling out during the quarter.
Circle Wealth Management sold 3,000 Hexcel shares in Q1 2020, an estimated $220K.
Circle Wealth Management first reported a position in Hexcel in Q1 2019 and held it in 4 quarters.
Circle Wealth Management's Hexcel position peaked at $246K in Q3 2019.
391 funds tracked by Wall St. Rank held Hexcel as of Q1 2020.

Based on Circle Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.