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Horizon Investment Services’s Ethan Allen Interiors ETD Stock Holding History

Horizon Investment Services’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-7,708
Closed -$236K – 109
2017
Q1 		$236K Sell
7,708
-5,095
-40% -$155K 0.11% 103
2016
Q4 		$472K Sell
12,803
-495
-4% -$16.6K 0.22% 72
2016
Q3 		$416K Buy
13,298
+1,074
+9% +$36.4K 0.21% 73
2016
Q2 		$404K Buy
12,224
+2,514
+26% +$81.2K 0.2% 79
2016
Q1 		$309K Buy
+9,710
New +$271K 0.14% 86
2015
Q2 		– Sell
-8,923
Closed -$247K – 132
2015
Q1 		$247K Buy
+8,923
New +$254K 0.1% 122

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return

Horizon Investment Services's ETD Position: Q2 2017 in Review

Horizon Investment Services sold out of Ethan Allen Interiors (ETD) in Q2 2017, closing a stake of 7,708 shares — an estimated $236K sold.

Horizon Investment Services first reported a position in ETD in Q1 2015 and held it in 6 quarters. The position peaked at $472K in Q4 2016. 154 funds tracked by Wall St. Rank hold ETD as of Q2 2017.

  • Horizon Investment Services reported no remaining Ethan Allen Interiors position as of Q2 2017 after selling out during the quarter.
  • Horizon Investment Services sold 7,708 Ethan Allen Interiors shares in Q2 2017, an estimated $236K.
  • Horizon Investment Services first reported a position in Ethan Allen Interiors in Q1 2015 and held it in 6 quarters.
  • Horizon Investment Services's Ethan Allen Interiors position peaked at $472K in Q4 2016.
  • 154 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2017.

Based on Horizon Investment Services's 13F filing for Q2 2017, filed 14 Aug 2017.