Evercore Wealth Management’s HCI Group HCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $12K | Hold |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $18K | Hold |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $12K | Hold |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $13K | Sell |
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|
2015
Q4 | $66K | Hold |
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|
2015
Q3 | $74K | Hold |
|
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|
2015
Q2 | $84K | Hold |
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|
2015
Q1 | $87K | Hold |
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|
2014
Q4 | $82K | Hold |
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|
2014
Q3 | $68K | Hold |
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|
2014
Q2 | $77K | Sell |
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|
2014
Q1 | $75K | Sell |
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|
2013
Q4 | $361K | Sell |
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|
2013
Q3 | $2.57M | Buy |
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|
2013
Q2 | $1.68M | Buy |
|