Gradient Investments’s Houlihan Lokey HLI Stock Holding History

Gradient Investments’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 Q4	–	Sell	-296	Closed	-$13K	–	986
2018 Q3	$13K	Hold	296	–	–	﹤0.01%	579
2018 Q2	$15K	Hold	296	–	–	﹤0.01%	536
2018 Q1	$13K	Hold	296	–	–	﹤0.01%	574
2017 Q4	$13K	Buy	+296	New	+$12.7K	﹤0.01%	547
2017 Q3	–	Sell	-296	Closed	-$10K	–	434
2017 Q2	$10K	Hold	296	–	–	﹤0.01%	483
2017 Q1	$10K	Hold	296	–	–	﹤0.01%	505
2016 Q4	$9K	Sell	296 -13,207	-98%	-$358K	﹤0.01%	464
2016 Q3	$338K	Buy	13,503 +221	+2%	+$5.33K	0.03%	150
2016 Q2	$297K	Buy	+13,282	New	+$320K	0.03%	155

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return