FGC
HLI icon

Financial Gravity Companies’s Houlihan Lokey HLI Stock Holding History

Financial Gravity Companies’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$1K Sell
15
-2
-12% -$95 ﹤0.01% 1149
2017
Q4 		$1K Buy
+17
New +$727 ﹤0.01% 1121

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Financial Gravity Companies's HLI Position: Q1 2018 in Review

Financial Gravity Companies reduced its Houlihan Lokey (HLI) stake by 12% in Q1 2018, selling an estimated $95 and leaving 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Financial Gravity Companies first reported a position in HLI in Q4 2017 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold HLI as of Q1 2018.

  • Financial Gravity Companies held 15 shares of Houlihan Lokey worth $1K as of Q1 2018.
  • Financial Gravity Companies sold 2 Houlihan Lokey shares in Q1 2018, an estimated $95.
  • Houlihan Lokey made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1149 holding.
  • Financial Gravity Companies first reported a position in Houlihan Lokey in Q4 2017 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.