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M Holdings Securities’s Hingham Institution for Saving HIFS Stock Holding History

M Holdings Securities’s Portfolio HIFS Stock Details HIFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-300
Closed -$24K – 280
2014
Q3 		$24K Buy
+300
New +$24.6K 0.01% 491

Other funds holding HIFS

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

M Holdings Securities's HIFS Position: Q4 2014 in Review

M Holdings Securities sold out of Hingham Institution for Saving (HIFS) in Q4 2014, closing a stake of 300 shares — an estimated $24K sold.

M Holdings Securities first reported a position in HIFS in Q3 2014 and held it in 1 quarter. The position peaked at $24K in Q3 2014. 28 funds tracked by Wall St. Rank hold HIFS as of Q4 2014.

  • M Holdings Securities reported no remaining Hingham Institution for Saving position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 300 Hingham Institution for Saving shares in Q4 2014, an estimated $24K.
  • M Holdings Securities first reported a position in Hingham Institution for Saving in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Hingham Institution for Saving position peaked at $24K in Q3 2014.
  • 28 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.