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Freedom Investment Management’s Hilltop Holdings HTH Stock Holding History

Freedom Investment Management’s Portfolio HTH Stock Details HTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,134
Closed -$242K – 1077
2016
Q4 		$242K Sell
8,134
-1,695
-17% -$45K 0.02% 790
2016
Q3 		$221K Sell
9,829
-411
-4% -$9.09K 0.01% 774
2016
Q2 		$215K Sell
10,240
-4,621
-31% -$92.2K 0.01% 730
2016
Q1 		$281K Sell
14,861
-2,628
-15% -$44.4K 0.02% 575
2015
Q4 		$336K Buy
17,489
+685
+4% +$14.3K 0.03% 521
2015
Q3 		$626K Sell
16,804
-10,306
-38% -$221K 0.06% 268
2015
Q2 		$653K Sell
27,110
-5,888
-18% -$127K 0.07% 268
2015
Q1 		$641K Sell
32,998
-9,581
-23% -$182K 0.07% 239
2014
Q4 		$849K Buy
42,579
+2,977
+8% +$61.2K 0.11% 162
2014
Q3 		$794K Buy
39,602
+11,527
+41% +$238K 0.14% 131
2014
Q2 		$597K Buy
28,075
+8,204
+41% +$180K 0.1% 189
2014
Q1 		$473K Buy
19,871
+5,950
+43% +$141K 0.1% 198
2013
Q4 		$322K Buy
+13,921
New +$284K 0.08% 271

Other funds holding HTH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Freedom Investment Management's HTH Position: Q1 2017 in Review

Freedom Investment Management sold out of Hilltop Holdings (HTH) in Q1 2017, closing a stake of 8,134 shares — an estimated $242K sold.

Freedom Investment Management first reported a position in HTH in Q4 2013 and held it in 13 quarters. The position peaked at $849K in Q4 2014. 160 funds tracked by Wall St. Rank hold HTH as of Q1 2017.

  • Freedom Investment Management reported no remaining Hilltop Holdings position as of Q1 2017 after selling out during the quarter.
  • Freedom Investment Management sold 8,134 Hilltop Holdings shares in Q1 2017, an estimated $242K.
  • Freedom Investment Management first reported a position in Hilltop Holdings in Q4 2013 and held it in 13 quarters.
  • Freedom Investment Management's Hilltop Holdings position peaked at $849K in Q4 2014.
  • 160 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2017.

Based on Freedom Investment Management's 13F filing for Q1 2017, filed 2 May 2017.