Evolution Wealth Advisors’s Honda HMC Stock Holding History

Evolution Wealth Advisors’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-175	Closed	-$5K	–	650
2019 Q3	$5K	Buy	+175	New	+$4.41K	﹤0.01%	273

Other funds holding HMC

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Evolution Wealth Advisors's HMC Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of Honda (HMC) in Q4 2019, closing a stake of 175 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in HMC in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 228 funds tracked by Wall St. Rank hold HMC as of Q4 2019.

Evolution Wealth Advisors reported no remaining Honda position as of Q4 2019 after selling out during the quarter.
Evolution Wealth Advisors sold 175 Honda shares in Q4 2019, an estimated $5K.
Evolution Wealth Advisors first reported a position in Honda in Q3 2019 and held it in 1 quarter.
Evolution Wealth Advisors's Honda position peaked at $5K in Q3 2019.
228 funds tracked by Wall St. Rank held Honda as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.