HFA
SPE

HC Financial Advisors’s Special Opportunities Fund SPE Stock Holding History

HC Financial Advisors’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-628
Closed -$7K – 396
2020
Q2 		$7K Hold
628
– – 0.01% 270
2020
Q1 		$6K Buy
+628
New +$7.99K 0.01% 282

Other funds holding SPE

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HC Financial Advisors's SPE Position: Q3 2020 in Review

HC Financial Advisors sold out of Special Opportunities Fund (SPE) in Q3 2020, closing a stake of 628 shares — an estimated $7K sold.

HC Financial Advisors first reported a position in SPE in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 29 funds tracked by Wall St. Rank hold SPE as of Q3 2020.

  • HC Financial Advisors reported no remaining Special Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • HC Financial Advisors sold 628 Special Opportunities Fund shares in Q3 2020, an estimated $7K.
  • HC Financial Advisors first reported a position in Special Opportunities Fund in Q1 2020 and held it in 2 quarters.
  • HC Financial Advisors's Special Opportunities Fund position peaked at $7K in Q2 2020.
  • 29 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q3 2020.

Based on HC Financial Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.