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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Halbert Hargrove Global Advisors's HOUS Position: Q3 2015 in Review

Halbert Hargrove Global Advisors sold out of Anywhere Real Estate (HOUS) in Q3 2015, closing a stake of 9,260 shares — an estimated $433K sold.

Halbert Hargrove Global Advisors first reported a position in HOUS in Q4 2013 and held it in 7 quarters. The position peaked at $494K in Q1 2015. 281 funds tracked by Wall St. Rank hold HOUS as of Q3 2015.

Halbert Hargrove Global Advisors reported no remaining Anywhere Real Estate position as of Q3 2015 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 9,260 Anywhere Real Estate shares in Q3 2015, an estimated $433K.
Halbert Hargrove Global Advisors first reported a position in Anywhere Real Estate in Q4 2013 and held it in 7 quarters.
Halbert Hargrove Global Advisors's Anywhere Real Estate position peaked at $494K in Q1 2015.
281 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q3 2015.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.