McAdam LLC’s Houlihan Lokey HLI Stock Holding History

McAdam LLC’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-31	Closed	-$1K	–	712
2018 Q1	$1K	Buy	+31	New	+$1.47K	﹤0.01%	640

Other funds holding HLI

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

McAdam LLC's HLI Position: Q2 2018 in Review

McAdam LLC sold out of Houlihan Lokey (HLI) in Q2 2018, closing a stake of 31 shares — an estimated $1K sold.

McAdam LLC first reported a position in HLI in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 191 funds tracked by Wall St. Rank hold HLI as of Q2 2018.

McAdam LLC reported no remaining Houlihan Lokey position as of Q2 2018 after selling out during the quarter.
McAdam LLC sold 31 Houlihan Lokey shares in Q2 2018, an estimated $1K.
McAdam LLC first reported a position in Houlihan Lokey in Q1 2018 and held it in 1 quarter.
McAdam LLC's Houlihan Lokey position peaked at $1K in Q1 2018.
191 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2018.

Based on McAdam LLC's 13F filing for Q2 2018, filed 22 Aug 2018.