HHGA
HOUS

Halbert Hargrove Global Advisors’s Anywhere Real Estate HOUS Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-9,260
Closed -$433K – 128
2015
Q2 		$433K Sell
9,260
-1,594
-15% -$74.1K 0.11% 103
2015
Q1 		$494K Buy
10,854
+4,219
+64% +$194K 0.16% 92
2014
Q4 		$295K Buy
6,635
+431
+7% +$17.9K 0.15% 88
2014
Q3 		$231K Buy
6,204
+89
+1% +$3.48K 0.06% 126
2014
Q2 		$231K Sell
6,115
-79
-1% -$3.07K 0.07% 108
2014
Q1 		$269K Sell
6,194
-188
-3% -$8.76K 0.08% 94
2013
Q4 		$316K Buy
+6,382
New +$289K 0.1% 83

Other funds holding HOUS

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SIG
Senator Investment Group New York $1.95B AUM 58.56% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return