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Moody National Bank Trust Division’s Houlihan Lokey HLI Stock Holding History

Moody National Bank Trust Division’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
2019
Q2 		– Sell
-116
Closed -$5K – 635
2019
Q1 		$5K Buy
+116
New +$5.12K ﹤0.01% 908

Other funds holding HLI

OCU
ORIX Corporation USA Dallas, Texas $2.31M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Moody National Bank Trust Division's HLI Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of Houlihan Lokey (HLI) in Q2 2019, closing a stake of 116 shares — an estimated $5K sold.

Moody National Bank Trust Division first reported a position in HLI in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 188 funds tracked by Wall St. Rank hold HLI as of Q2 2019.

  • Moody National Bank Trust Division reported no remaining Houlihan Lokey position as of Q2 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 116 Houlihan Lokey shares in Q2 2019, an estimated $5K.
  • Moody National Bank Trust Division first reported a position in Houlihan Lokey in Q1 2019 and held it in 1 quarter.
  • Moody National Bank Trust Division's Houlihan Lokey position peaked at $5K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.