Orion Portfolio Solutions’s Helios and Matheson Analytics Inc. HMNY Stock Holding History

Orion Portfolio Solutions’s Portfolio HMNY Stock Details HMNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1	Closed	–	–	2530
2019 Q4	$0	Buy	+1	New	–	﹤0.01%	2054

Other funds holding HMNY

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Orion Portfolio Solutions's HMNY Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Helios and Matheson Analytics Inc. (HMNY) in Q1 2020, closing a stake of 1 share.

Orion Portfolio Solutions first reported a position in HMNY in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 3 funds tracked by Wall St. Rank hold HMNY as of Q1 2020.

Orion Portfolio Solutions reported no remaining Helios and Matheson Analytics Inc. position as of Q1 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 1 Helios and Matheson Analytics Inc. share in Q1 2020.
Orion Portfolio Solutions first reported a position in Helios and Matheson Analytics Inc. in Q4 2019 and held it in 1 quarter.
Orion Portfolio Solutions's Helios and Matheson Analytics Inc. position peaked at $0 in Q4 2019.
3 funds tracked by Wall St. Rank held Helios and Matheson Analytics Inc. as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.