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IHT Wealth Management’s Hurco Companies Inc HURC Stock Holding History

IHT Wealth Management’s Portfolio HURC Stock Details HURC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$5K – 842
2018
Q1 		$5K Hold
100
– – ﹤0.01% 1336
2017
Q4 		$5K Hold
100
– – ﹤0.01% 1332
2017
Q3 		$4K Hold
100
– – ﹤0.01% 1123
2017
Q2 		$20 Hold
100
– – 0.01% 782
2017
Q1 		$3K Hold
100
– – ﹤0.01% 1029
2016
Q4 		$3K Buy
+100
New +$2.98K ﹤0.01% 983

Other funds holding HURC

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IHT Wealth Management's HURC Position: Q2 2018 in Review

IHT Wealth Management sold out of Hurco Companies Inc (HURC) in Q2 2018, closing a stake of 100 shares — an estimated $5K sold.

IHT Wealth Management first reported a position in HURC in Q4 2016 and held it in 6 quarters. The position peaked at $5K in Q1 2018. 97 funds tracked by Wall St. Rank hold HURC as of Q2 2018.

  • IHT Wealth Management reported no remaining Hurco Companies Inc position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 100 Hurco Companies Inc shares in Q2 2018, an estimated $5K.
  • IHT Wealth Management first reported a position in Hurco Companies Inc in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Hurco Companies Inc position peaked at $5K in Q1 2018.
  • 97 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.