Independent Portfolio Consultants’s Home BancShares HOMB Stock Holding History

Independent Portfolio Consultants’s Portfolio HOMB Stock Details HOMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$10K	Sell	405 -1,045	-72%	-$26K	﹤0.01%	716
2017 Q1	$39K	Sell	1,450 -550	-28%	-$15.1K	0.01%	595
2016 Q4	$56K	Sell	2,000 -15	-0.7%	-$364	0.02%	535
2016 Q3	$42K	Sell	2,015 -775	-28%	-$16.7K	0.01%	572
2016 Q2	$55K	Sell	2,790 -40	-1%	-$839	0.02%	535
2016 Q1	$58K	Buy	+2,830	New	+$55.6K	0.02%	555

Other funds holding HOMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Independent Portfolio Consultants's HOMB Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Home BancShares (HOMB) stake by 72% in Q2 2017, selling an estimated $26K and leaving 405 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Independent Portfolio Consultants first reported a position in HOMB in Q1 2016 and has held it in 6 quarters since. The position peaked at $58K in Q1 2016. 215 funds tracked by Wall St. Rank hold HOMB as of Q2 2017.

Independent Portfolio Consultants held 405 shares of Home BancShares worth $10K as of Q2 2017.
Independent Portfolio Consultants sold 1,045 Home BancShares shares in Q2 2017, an estimated $26K.
Home BancShares made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #716 holding.
Independent Portfolio Consultants first reported a position in Home BancShares in Q1 2016 and has held it in 6 quarters since.
Independent Portfolio Consultants's Home BancShares position peaked at $58K in Q1 2016.
215 funds tracked by Wall St. Rank held Home BancShares as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.