Envestnet Asset Management
HALL

Envestnet Asset Management’s Hallmark Financial Services, Inc. HALL Stock Holding History

Envestnet Asset Management’s Portfolio HALL Stock Details HALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,062
Closed -$239K – 3090
2016
Q2 		$239K Buy
2,062
+224
+12% +$24.3K ﹤0.01% 1996
2016
Q1 		$211K Buy
1,838
+375
+26% +$39.9K ﹤0.01% 2038
2015
Q4 		$171K Buy
1,463
+203
+16% +$25.1K ﹤0.01% 2111
2015
Q3 		$145K Buy
1,260
+136
+12% +$15.3K ﹤0.01% 2183
2015
Q2 		$128K Buy
1,124
+26
+2% +$2.96K ﹤0.01% 2171
2015
Q1 		$116K Buy
+1,098
New +$121K ﹤0.01% 1998

Other funds holding HALL

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
EA
Emerald Acquisition Seattle, Washington $51.8B AUM
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management's HALL Position: Q3 2016 in Review

Envestnet Asset Management sold out of Hallmark Financial Services, Inc. (HALL) in Q3 2016, closing a stake of 2,062 shares — an estimated $239K sold.

Envestnet Asset Management first reported a position in HALL in Q1 2015 and held it in 6 quarters. The position peaked at $239K in Q2 2016. 78 funds tracked by Wall St. Rank hold HALL as of Q3 2016.

  • Envestnet Asset Management reported no remaining Hallmark Financial Services, Inc. position as of Q3 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 2,062 Hallmark Financial Services, Inc. shares in Q3 2016, an estimated $239K.
  • Envestnet Asset Management first reported a position in Hallmark Financial Services, Inc. in Q1 2015 and held it in 6 quarters.
  • Envestnet Asset Management's Hallmark Financial Services, Inc. position peaked at $239K in Q2 2016.
  • 78 funds tracked by Wall St. Rank held Hallmark Financial Services, Inc. as of Q3 2016.

Based on Envestnet Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.