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ECM
ETrade Capital Management’s
Heritage Insurance Holdings
HRTG
Stock Holding History
ETrade Capital Management’s Portfolio
HRTG Stock Details
HRTG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-11,916
Closed
-$177K
–
767
2018
Q3
$177K
Buy
11,916
+199
+2%
+$3.14K
0.01%
794
2018
Q2
$195K
Buy
11,717
+662
+6%
+$10.9K
0.01%
761
2018
Q1
$168K
Buy
11,055
+557
+5%
+$9.54K
0.01%
733
2017
Q4
$189K
Buy
+10,498
New
+$174K
0.01%
719
Other funds holding HRTG
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$5.7T AUM
30.48%
1-Year Est. Return
PC
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$13.5B AUM
55.9%
1-Year Est. Return
LSV Asset Management
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$46.4B AUM
27.74%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
PFC
Phocas Financial Corp
Alameda, California
$637M AUM
39.08%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
KCM
Kennedy Capital Management
St Louis, Missouri
$4.72B AUM
36.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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