First Trust Advisors
HVB

First Trust Advisors’s HUDSON VY HLDG CORP HVB Stock Holding History

First Trust Advisors’s Portfolio HVB Stock Details HVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-13,988
Closed -$266K – 2362
2014
Q1 		$266K Buy
13,988
+239
+2% +$4.44K ﹤0.01% 2122
2013
Q4 		$280K Sell
13,749
-8,998
-40% -$174K ﹤0.01% 2072
2013
Q3 		$427K Buy
22,747
+2,178
+11% +$41.7K ﹤0.01% 1967
2013
Q2 		$349K Buy
+20,569
New +$338K ﹤0.01% 1978

Other funds holding HVB

Basswood Capital Management
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Columbia Wanger Asset Management
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ulysses Management
Ulysses Management New York $506M AUM 8.58% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

First Trust Advisors's HVB Position: Q2 2014 in Review

First Trust Advisors sold out of HUDSON VY HLDG CORP (HVB) in Q2 2014, closing a stake of 13,988 shares — an estimated $266K sold.

First Trust Advisors first reported a position in HVB in Q2 2013 and held it in 4 quarters. The position peaked at $427K in Q3 2013. 65 funds tracked by Wall St. Rank hold HVB as of Q2 2014.

  • First Trust Advisors reported no remaining HUDSON VY HLDG CORP position as of Q2 2014 after selling out during the quarter.
  • First Trust Advisors sold 13,988 HUDSON VY HLDG CORP shares in Q2 2014, an estimated $266K.
  • First Trust Advisors first reported a position in HUDSON VY HLDG CORP in Q2 2013 and held it in 4 quarters.
  • First Trust Advisors's HUDSON VY HLDG CORP position peaked at $427K in Q3 2013.
  • 65 funds tracked by Wall St. Rank held HUDSON VY HLDG CORP as of Q2 2014.

Based on First Trust Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.