EWM
HERO

Edge Wealth Management’s HERCULES OFFSHORE INC COM STK HERO Stock Holding History

Edge Wealth Management’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
Q4 		– Sell
-5,000
Closed -$11K – 449
2014
Q3 		$11K Buy
5,000
+1,500
+43% +$5.04K ﹤0.01% 306
2014
Q2 		$14K Buy
+3,500
New +$15.6K 0.01% 269

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
ACM
Addison Clark Management Stamford, Connecticut $5M AUM 6.65% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SH
Scepter Holdings Fort Worth, Texas $22.4M AUM
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Edge Wealth Management's HERO Position: Q4 2014 in Review

Edge Wealth Management sold out of HERCULES OFFSHORE INC COM STK (HERO) in Q4 2014, closing a stake of 5,000 shares — an estimated $11K sold.

Edge Wealth Management first reported a position in HERO in Q2 2014 and held it in 2 quarters. The position peaked at $14K in Q2 2014. 121 funds tracked by Wall St. Rank hold HERO as of Q4 2014.

  • Edge Wealth Management reported no remaining HERCULES OFFSHORE INC COM STK position as of Q4 2014 after selling out during the quarter.
  • Edge Wealth Management sold 5,000 HERCULES OFFSHORE INC COM STK shares in Q4 2014, an estimated $11K.
  • Edge Wealth Management first reported a position in HERCULES OFFSHORE INC COM STK in Q2 2014 and held it in 2 quarters.
  • Edge Wealth Management's HERCULES OFFSHORE INC COM STK position peaked at $14K in Q2 2014.
  • 121 funds tracked by Wall St. Rank held HERCULES OFFSHORE INC COM STK as of Q4 2014.

Based on Edge Wealth Management's 13F filing for Q4 2014, filed 12 Jan 2015.