HM Capital Management’s Invesco QQQ Trust QQQ Stock Holding History

HM Capital Management’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,125	Closed	-$209K	–	39
2018 Q3	$209K	Buy	+1,125	New	+$204K	0.16%	37

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HM Capital Management's QQQ Position: Q4 2018 in Review

HM Capital Management sold out of Invesco QQQ Trust (QQQ) in Q4 2018, closing a stake of 1,125 shares — an estimated $209K sold.

HM Capital Management first reported a position in QQQ in Q3 2018 and held it in 1 quarter. The position peaked at $209K in Q3 2018. 1,194 funds tracked by Wall St. Rank hold QQQ as of Q4 2018.

HM Capital Management reported no remaining Invesco QQQ Trust position as of Q4 2018 after selling out during the quarter.
HM Capital Management sold 1,125 Invesco QQQ Trust shares in Q4 2018, an estimated $209K.
HM Capital Management first reported a position in Invesco QQQ Trust in Q3 2018 and held it in 1 quarter.
HM Capital Management's Invesco QQQ Trust position peaked at $209K in Q3 2018.
1,194 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2018.

Based on HM Capital Management's 13F filing for Q4 2018, filed 29 Jan 2019.