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Copeland Capital Management’s Haverty Furniture Companies HVT Stock Holding History

Copeland Capital Management’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
2019
Q1 		– Sell
-668
Closed -$13K – 273
2018
Q4 		$13K Buy
+668
New +$13.7K ﹤0.01% 173

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RA
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Vanguard Group
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Copeland Capital Management's HVT Position: Q1 2019 in Review

Copeland Capital Management sold out of Haverty Furniture Companies (HVT) in Q1 2019, closing a stake of 668 shares — an estimated $13K sold.

Copeland Capital Management first reported a position in HVT in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 137 funds tracked by Wall St. Rank hold HVT as of Q1 2019.

  • Copeland Capital Management reported no remaining Haverty Furniture Companies position as of Q1 2019 after selling out during the quarter.
  • Copeland Capital Management sold 668 Haverty Furniture Companies shares in Q1 2019, an estimated $13K.
  • Copeland Capital Management first reported a position in Haverty Furniture Companies in Q4 2018 and held it in 1 quarter.
  • Copeland Capital Management's Haverty Furniture Companies position peaked at $13K in Q4 2018.
  • 137 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2019.

Based on Copeland Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.