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Edge Wealth Management’s Hilton Worldwide HLT Stock Holding History

Edge Wealth Management’s Portfolio HLT Stock Details HLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-167
Closed -$11K – 419
2013
Q4 		$11K Buy
+167
New +$10.9K 0.01% 262

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CIMLRA
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JP Morgan Chase
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Vanguard Group
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CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Edge Wealth Management's HLT Position: Q1 2014 in Review

Edge Wealth Management sold out of Hilton Worldwide (HLT) in Q1 2014, closing a stake of 167 shares — an estimated $11K sold.

Edge Wealth Management first reported a position in HLT in Q4 2013 and held it in 1 quarter. The position peaked at $11K in Q4 2013. 165 funds tracked by Wall St. Rank hold HLT as of Q1 2014.

  • Edge Wealth Management reported no remaining Hilton Worldwide position as of Q1 2014 after selling out during the quarter.
  • Edge Wealth Management sold 167 Hilton Worldwide shares in Q1 2014, an estimated $11K.
  • Edge Wealth Management first reported a position in Hilton Worldwide in Q4 2013 and held it in 1 quarter.
  • Edge Wealth Management's Hilton Worldwide position peaked at $11K in Q4 2013.
  • 165 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2014.

Based on Edge Wealth Management's 13F filing for Q1 2014, filed 8 Apr 2014.