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 $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BAM

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

Gradient Investments's HLI Position: Q4 2018 in Review

Gradient Investments sold out of Houlihan Lokey (HLI) in Q4 2018, closing a stake of 296 shares — an estimated $13K sold.

Gradient Investments first reported a position in HLI in Q2 2016 and held it in 9 quarters. The position peaked at $338K in Q3 2016. 159 funds tracked by Wall St. Rank hold HLI as of Q4 2018.

Gradient Investments reported no remaining Houlihan Lokey position as of Q4 2018 after selling out during the quarter.
Gradient Investments sold 296 Houlihan Lokey shares in Q4 2018, an estimated $13K.
Gradient Investments first reported a position in Houlihan Lokey in Q2 2016 and held it in 9 quarters.
Gradient Investments's Houlihan Lokey position peaked at $338K in Q3 2016.
159 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.