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IBEX Wealth Advisors’s Hormel Foods HRL Stock Holding History

IBEX Wealth Advisors’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-25,462
Closed -$966K – 456
2016
Q3 		$966K Buy
+25,462
New +$946K 0.53% 62

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VAM
ValueInvest Asset Management Luxembourg $1.47B AUM 0.87% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IBEX Wealth Advisors's HRL Position: Q4 2016 in Review

IBEX Wealth Advisors sold out of Hormel Foods (HRL) in Q4 2016, closing a stake of 25,462 shares — an estimated $966K sold.

IBEX Wealth Advisors first reported a position in HRL in Q3 2016 and held it in 1 quarter. The position peaked at $966K in Q3 2016. 526 funds tracked by Wall St. Rank hold HRL as of Q4 2016.

  • IBEX Wealth Advisors reported no remaining Hormel Foods position as of Q4 2016 after selling out during the quarter.
  • IBEX Wealth Advisors sold 25,462 Hormel Foods shares in Q4 2016, an estimated $966K.
  • IBEX Wealth Advisors first reported a position in Hormel Foods in Q3 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Hormel Foods position peaked at $966K in Q3 2016.
  • 526 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2016.

Based on IBEX Wealth Advisors's 13F filing for Q4 2016, filed 24 Mar 2017.