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HighTower Advisors’s
Heritage Insurance Holdings
HRTG
Stock Holding History
HighTower Advisors’s Portfolio
HRTG Stock Details
HRTG Fund Activity
Bought
Maintained
Sold
Shares
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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55.9%
1-Year Est. Return
Ameriprise
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$432B AUM
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1-Year Est. Return
BIT
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$675B AUM
16.07%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
RA
Royce & Associates
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$10.1B AUM
42.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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