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Hennessy Advisors Inc’s Piper Sandler PIPR Stock Holding History

Hennessy Advisors Inc’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-40,000
Closed -$343K – 330
2013
Q3 		$343K Sell
40,000
-120,000
-75% -$1.01M 0.02% 312
2013
Q2 		$1.26M Buy
+160,000
New +$1.35M 0.06% 282

Other funds holding PIPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hennessy Advisors Inc's PIPR Position: Q4 2013 in Review

Hennessy Advisors Inc sold out of Piper Sandler (PIPR) in Q4 2013, closing a stake of 40,000 shares — an estimated $343K sold.

Hennessy Advisors Inc first reported a position in PIPR in Q2 2013 and held it in 2 quarters. The position peaked at $1.26M in Q2 2013. 142 funds tracked by Wall St. Rank hold PIPR as of Q4 2013.

  • Hennessy Advisors Inc reported no remaining Piper Sandler position as of Q4 2013 after selling out during the quarter.
  • Hennessy Advisors Inc sold 40,000 Piper Sandler shares in Q4 2013, an estimated $343K.
  • Hennessy Advisors Inc first reported a position in Piper Sandler in Q2 2013 and held it in 2 quarters.
  • Hennessy Advisors Inc's Piper Sandler position peaked at $1.26M in Q2 2013.
  • 142 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2013.

Based on Hennessy Advisors Inc's 13F filing for Q4 2013, filed 22 Jan 2014.