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HL Financial Services’s Exponent EXPO Stock Holding History

HL Financial Services’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-18,840
Closed -$354K – 675
2014
Q1 		$354K Buy
18,840
+2,532
+16% +$46.7K 0.01% 483
2013
Q4 		$315K Buy
16,308
+2,928
+22% +$55.3K 0.01% 496
2013
Q3 		$240K Buy
+13,380
New +$223K 0.01% 511

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

HL Financial Services's EXPO Position: Q2 2014 in Review

HL Financial Services sold out of Exponent (EXPO) in Q2 2014, closing a stake of 18,840 shares — an estimated $354K sold.

HL Financial Services first reported a position in EXPO in Q3 2013 and held it in 3 quarters. The position peaked at $354K in Q1 2014. 138 funds tracked by Wall St. Rank hold EXPO as of Q2 2014.

  • HL Financial Services reported no remaining Exponent position as of Q2 2014 after selling out during the quarter.
  • HL Financial Services sold 18,840 Exponent shares in Q2 2014, an estimated $354K.
  • HL Financial Services first reported a position in Exponent in Q3 2013 and held it in 3 quarters.
  • HL Financial Services's Exponent position peaked at $354K in Q1 2014.
  • 138 funds tracked by Wall St. Rank held Exponent as of Q2 2014.

Based on HL Financial Services's 13F filing for Q2 2014, filed 1 Aug 2014.