NEXT Financial Holdings’s Heritage Insurance Holdings HRTG Stock Holding History

NEXT Financial Holdings’s Portfolio HRTG Stock Details HRTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$3K	Buy	+223	New	+$3.3K	﹤0.01%	1373

Other funds holding HRTG

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

NEXT Financial Holdings's HRTG Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Heritage Insurance Holdings (HRTG) in Q1 2019: 223 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings.

112 funds tracked by Wall St. Rank hold HRTG as of Q1 2019.

NEXT Financial Holdings held 223 shares of Heritage Insurance Holdings worth $3K as of Q1 2019.
Heritage Insurance Holdings was a new NEXT Financial Holdings position in Q1 2019.
Heritage Insurance Holdings made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1373 holding.
112 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.