CIP
HME

Convergence Investment Partners’s HOME PROPERTIES, INC HME Stock Holding History

Convergence Investment Partners’s Portfolio HME Stock Details HME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-24,210
Closed -$1.77M – 463
2015
Q2 		$1.77M Sell
24,210
-15,666
-39% -$1.14M 0.17% 194
2015
Q1 		$2.76M Sell
39,876
-51,622
-56% -$3.57M 0.38% 85
2014
Q4 		$6M Buy
91,498
+2,382
+3% +$152K 0.8% 15
2014
Q3 		$5.19M Buy
89,116
+27,270
+44% +$1.72M 0.71% 22
2014
Q2 		$3.96M Buy
61,846
+9,180
+17% +$565K 0.52% 44
2014
Q1 		$3.17M Buy
52,666
+4,550
+9% +$263K 0.48% 53
2013
Q4 		$2.58M Buy
+48,116
New +$2.7M 0.42% 74
2013
Q3 		– Sell
-18,725
Closed -$1.22M – 378
2013
Q2 		$1.22M Buy
+18,725
New +$1.2M 0.32% 109

Other funds holding HME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Convergence Investment Partners's HME Position: Q3 2015 in Review

Convergence Investment Partners sold out of HOME PROPERTIES, INC (HME) in Q3 2015, closing a stake of 24,210 shares — an estimated $1.77M sold.

Convergence Investment Partners first reported a position in HME in Q2 2013 and held it in 8 quarters. The position peaked at $6M in Q4 2014. 286 funds tracked by Wall St. Rank hold HME as of Q3 2015.

  • Convergence Investment Partners reported no remaining HOME PROPERTIES, INC position as of Q3 2015 after selling out during the quarter.
  • Convergence Investment Partners sold 24,210 HOME PROPERTIES, INC shares in Q3 2015, an estimated $1.77M.
  • Convergence Investment Partners first reported a position in HOME PROPERTIES, INC in Q2 2013 and held it in 8 quarters.
  • Convergence Investment Partners's HOME PROPERTIES, INC position peaked at $6M in Q4 2014.
  • 286 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q3 2015.

Based on Convergence Investment Partners's 13F filing for Q3 2015, filed 16 Nov 2015.