IA
HW

IFP Advisors’s Headwaters Inc HW Stock Holding History

IFP Advisors’s Portfolio HW Stock Details HW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-592
Closed -$14K – 4376
2017
Q1 		$14K Buy
592
+92
+18% +$2.14K ﹤0.01% 2749
2016
Q4 		$12K Hold
500
– – ﹤0.01% 2827
2016
Q3 		$8K Hold
500
– – ﹤0.01% 3017
2016
Q2 		$9K Buy
+500
New +$9.44K ﹤0.01% 2840
2016
Q1 		– Sell
-500
Closed -$8K – 4080
2015
Q4 		$8K Buy
+500
New +$9.41K ﹤0.01% 2732

Other funds holding HW

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

IFP Advisors's HW Position: Q2 2017 in Review

IFP Advisors sold out of Headwaters Inc (HW) in Q2 2017, closing a stake of 592 shares — an estimated $14K sold.

IFP Advisors first reported a position in HW in Q4 2015 and held it in 5 quarters. The position peaked at $14K in Q1 2017. 1 fund tracked by Wall St. Rank holds HW as of Q2 2017.

  • IFP Advisors reported no remaining Headwaters Inc position as of Q2 2017 after selling out during the quarter.
  • IFP Advisors sold 592 Headwaters Inc shares in Q2 2017, an estimated $14K.
  • IFP Advisors first reported a position in Headwaters Inc in Q4 2015 and held it in 5 quarters.
  • IFP Advisors's Headwaters Inc position peaked at $14K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Headwaters Inc as of Q2 2017.

Based on IFP Advisors's 13F filing for Q2 2017, filed 31 Jul 2017.