IPC
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Independent Portfolio Consultants’s HCI Group HCI Stock Holding History

Independent Portfolio Consultants’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,495
Closed -$101K – 882
2014
Q2 		$101K Buy
+2,495
New +$96.5K 0.03% 519

Other funds holding HCI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Independent Portfolio Consultants's HCI Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of HCI Group (HCI) in Q3 2014, closing a stake of 2,495 shares — an estimated $101K sold.

Independent Portfolio Consultants first reported a position in HCI in Q2 2014 and held it in 1 quarter. The position peaked at $101K in Q2 2014. 120 funds tracked by Wall St. Rank hold HCI as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining HCI Group position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2,495 HCI Group shares in Q3 2014, an estimated $101K.
  • Independent Portfolio Consultants first reported a position in HCI Group in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's HCI Group position peaked at $101K in Q2 2014.
  • 120 funds tracked by Wall St. Rank held HCI Group as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.