Next Financial Group’s Hallmark Financial Services, Inc. HALL Stock Holding History

Next Financial Group’s Portfolio HALL Stock Details HALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-67	Closed	-$2K	–	2437
2020 Q3	$2K	Buy	+67	New	+$2.09K	﹤0.01%	2064
2020 Q2	–	Sell	-67	Closed	-$3K	–	1993
2020 Q1	$3K	Hold	67	–	–	﹤0.01%	1878
2019 Q4	$12K	Hold	67	–	–	﹤0.01%	1725
2019 Q3	$13K	Hold	67	–	–	﹤0.01%	1624
2019 Q2	$9K	Buy	+67	New	+$8K	﹤0.01%	1732
2019 Q1	–	Sell	-67	Closed	-$7K	–	2173
2018 Q4	$7K	Buy	+67	New	+$7.33K	﹤0.01%	1466
2017 Q1	–	Sell	-67	Closed	-$8K	–	2356
2016 Q4	$8K	Hold	67	–	–	﹤0.01%	1773
2016 Q3	$7K	Buy	+67	New	+$7.16K	﹤0.01%	1823
2014 Q4	–	Sell	-67	Closed	-$7K	–	2421
2014 Q3	$7K	Buy	+67	New	+$6.51K	﹤0.01%	1950

Other funds holding HALL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Next Financial Group's HALL Position: Q4 2020 in Review

Next Financial Group sold out of Hallmark Financial Services, Inc. (HALL) in Q4 2020, closing a stake of 67 shares — an estimated $2K sold.

Next Financial Group first reported a position in HALL in Q3 2014 and held it in 9 quarters. The position peaked at $13K in Q3 2019. 43 funds tracked by Wall St. Rank hold HALL as of Q4 2020.

Next Financial Group reported no remaining Hallmark Financial Services, Inc. position as of Q4 2020 after selling out during the quarter.
Next Financial Group sold 67 Hallmark Financial Services, Inc. shares in Q4 2020, an estimated $2K.
Next Financial Group first reported a position in Hallmark Financial Services, Inc. in Q3 2014 and held it in 9 quarters.
Next Financial Group's Hallmark Financial Services, Inc. position peaked at $13K in Q3 2019.
43 funds tracked by Wall St. Rank held Hallmark Financial Services, Inc. as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.