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Moneta Group Investment Advisors’s Herc Holdings HRI Stock Holding History

Moneta Group Investment Advisors’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-33
Closed -$2K – 494
2018
Q1 		$2K Hold
33
– – ﹤0.01% 560
2017
Q4 		$2K Buy
+33
New +$1.82K ﹤0.01% 396
2016
Q2 		– Sell
-3,375
Closed -$107K – 163
2016
Q1 		$107K Buy
+3,375
New +$99.1K 0.02% 165

Other funds holding HRI

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GL
Governors Lane New York $1.2B AUM 26.21% 1-Year Est. Return

Moneta Group Investment Advisors's HRI Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Herc Holdings (HRI) in Q2 2018, closing a stake of 33 shares — an estimated $2K sold.

Moneta Group Investment Advisors first reported a position in HRI in Q1 2016 and held it in 3 quarters. The position peaked at $107K in Q1 2016. 179 funds tracked by Wall St. Rank hold HRI as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Herc Holdings position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 33 Herc Holdings shares in Q2 2018, an estimated $2K.
  • Moneta Group Investment Advisors first reported a position in Herc Holdings in Q1 2016 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Herc Holdings position peaked at $107K in Q1 2016.
  • 179 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.