KA
HVB

Klingman & Associates’s HUDSON VY HLDG CORP HVB Stock Holding History

Klingman & Associates’s Portfolio HVB Stock Details HVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,903
Closed -$51K – 405
2014
Q4 		$51K Buy
+1,903
New +$45K 0.02% 178

Other funds holding HVB

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Klingman & Associates's HVB Position: Q1 2015 in Review

Klingman & Associates sold out of HUDSON VY HLDG CORP (HVB) in Q1 2015, closing a stake of 1,903 shares — an estimated $51K sold.

Klingman & Associates first reported a position in HVB in Q4 2014 and held it in 1 quarter. The position peaked at $51K in Q4 2014. 76 funds tracked by Wall St. Rank hold HVB as of Q1 2015.

  • Klingman & Associates reported no remaining HUDSON VY HLDG CORP position as of Q1 2015 after selling out during the quarter.
  • Klingman & Associates sold 1,903 HUDSON VY HLDG CORP shares in Q1 2015, an estimated $51K.
  • Klingman & Associates first reported a position in HUDSON VY HLDG CORP in Q4 2014 and held it in 1 quarter.
  • Klingman & Associates's HUDSON VY HLDG CORP position peaked at $51K in Q4 2014.
  • 76 funds tracked by Wall St. Rank held HUDSON VY HLDG CORP as of Q1 2015.

Based on Klingman & Associates's 13F filing for Q1 2015, filed 9 Feb 2016.