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Mosaic Family Wealth’s Houlihan Lokey HLI Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-97
Closed -$3K – 938
2017
Q2 		$3K Hold
97
– – ﹤0.01% 641
2017
Q1 		$3K Buy
+97
New +$3.1K ﹤0.01% 650

Other funds holding HLI

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Mosaic Family Wealth's HLI Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Houlihan Lokey (HLI) in Q3 2017, closing a stake of 97 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in HLI in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 126 funds tracked by Wall St. Rank hold HLI as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Houlihan Lokey position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 97 Houlihan Lokey shares in Q3 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Houlihan Lokey in Q1 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's Houlihan Lokey position peaked at $3K in Q2 2017.
  • 126 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.