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Legacy Financial Advisors’s Hamilton Lane HLNE Stock Holding History

Legacy Financial Advisors’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-158
Closed -$6K – 1098
2018
Q4 		$6K Sell
158
-71
-31% -$2.65K ﹤0.01% 694
2018
Q3 		$10K Buy
229
+33
+17% +$1.59K ﹤0.01% 517
2018
Q2 		$10K Sell
196
-19
-9% -$836 ﹤0.01% 521
2018
Q1 		$8K Sell
215
-44
-17% -$1.62K ﹤0.01% 532
2017
Q4 		$9K Buy
+259
New +$7.99K ﹤0.01% 502

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legacy Financial Advisors's HLNE Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Hamilton Lane (HLNE) in Q1 2019, closing a stake of 158 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in HLNE in Q4 2017 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 105 funds tracked by Wall St. Rank hold HLNE as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Hamilton Lane position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 158 Hamilton Lane shares in Q1 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Hamilton Lane in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Hamilton Lane position peaked at $10K in Q3 2018.
  • 105 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.