ClearBridge Investments
HERO

ClearBridge Investments’s HERCULES OFFSHORE INC COM STK HERO Stock Holding History

ClearBridge Investments’s Portfolio HERO Stock Details HERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-368,774
Closed -$1.48M – 1228
2014
Q2 		$1.48M Sell
368,774
-11,236
-3% -$50.2K ﹤0.01% 701
2014
Q1 		$1.74M Buy
+380,010
New +$1.91M ﹤0.01% 689

Other funds holding HERO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

ClearBridge Investments's HERO Position: Q3 2014 in Review

ClearBridge Investments sold out of HERCULES OFFSHORE INC COM STK (HERO) in Q3 2014, closing a stake of 368,774 shares — an estimated $1.48M sold.

ClearBridge Investments first reported a position in HERO in Q1 2014 and held it in 2 quarters. The position peaked at $1.74M in Q1 2014. 144 funds tracked by Wall St. Rank hold HERO as of Q3 2014.

  • ClearBridge Investments reported no remaining HERCULES OFFSHORE INC COM STK position as of Q3 2014 after selling out during the quarter.
  • ClearBridge Investments sold 368,774 HERCULES OFFSHORE INC COM STK shares in Q3 2014, an estimated $1.48M.
  • ClearBridge Investments first reported a position in HERCULES OFFSHORE INC COM STK in Q1 2014 and held it in 2 quarters.
  • ClearBridge Investments's HERCULES OFFSHORE INC COM STK position peaked at $1.74M in Q1 2014.
  • 144 funds tracked by Wall St. Rank held HERCULES OFFSHORE INC COM STK as of Q3 2014.

Based on ClearBridge Investments's 13F filing for Q3 2014, filed 14 Nov 2014.