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Hillsdale Investment Management’s Xcel Brands XELB Stock Holding History

Hillsdale Investment Management’s Portfolio XELB Stock Details XELB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-820
Closed -$5K – 700
2020
Q1 		$5K Hold
820
– – ﹤0.01% 529
2019
Q4 		$12K Buy
820
+100
+14% +$1.6K ﹤0.01% 484
2019
Q3 		$14K Buy
+720
New +$14.7K ﹤0.01% 492

Other funds holding XELB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hillsdale Investment Management's XELB Position: Q2 2020 in Review

Hillsdale Investment Management sold out of Xcel Brands (XELB) in Q2 2020, closing a stake of 820 shares — an estimated $5K sold.

Hillsdale Investment Management first reported a position in XELB in Q3 2019 and held it in 3 quarters. The position peaked at $14K in Q3 2019. 14 funds tracked by Wall St. Rank hold XELB as of Q2 2020.

  • Hillsdale Investment Management reported no remaining Xcel Brands position as of Q2 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 820 Xcel Brands shares in Q2 2020, an estimated $5K.
  • Hillsdale Investment Management first reported a position in Xcel Brands in Q3 2019 and held it in 3 quarters.
  • Hillsdale Investment Management's Xcel Brands position peaked at $14K in Q3 2019.
  • 14 funds tracked by Wall St. Rank held Xcel Brands as of Q2 2020.

Based on Hillsdale Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.