HighTower Advisors
HRTG icon

HighTower Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

HighTower Advisors’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-17,469
Closed -$253K – 1978
2016
Q3 		$253K Buy
+17,469
New +$230K ﹤0.01% 1534

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BFA
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PC
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors's HRTG Position: Q4 2016 in Review

HighTower Advisors sold out of Heritage Insurance Holdings (HRTG) in Q4 2016, closing a stake of 17,469 shares — an estimated $253K sold.

HighTower Advisors first reported a position in HRTG in Q3 2016 and held it in 1 quarter. The position peaked at $253K in Q3 2016. 114 funds tracked by Wall St. Rank hold HRTG as of Q4 2016.

  • HighTower Advisors reported no remaining Heritage Insurance Holdings position as of Q4 2016 after selling out during the quarter.
  • HighTower Advisors sold 17,469 Heritage Insurance Holdings shares in Q4 2016, an estimated $253K.
  • HighTower Advisors first reported a position in Heritage Insurance Holdings in Q3 2016 and held it in 1 quarter.
  • HighTower Advisors's Heritage Insurance Holdings position peaked at $253K in Q3 2016.
  • 114 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q4 2016.

Based on HighTower Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.