O'Shaughnessy Asset Management’s Hingham Institution for Saving HIFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,443
| Closed | -$1.54M | – | 949 |
|
|
2017
Q4 | $1.54M | Sell |
7,443
-3,278
| -31% | -$679K | 0.04% | 226 |
|
|
2017
Q3 | $2.04M | Sell |
10,721
-2,195
| -17% | -$418K | 0.05% | 198 |
|
|
2017
Q2 | $2.35M | Hold |
12,916
| – | – | 0.06% | 193 |
|
|
2017
Q1 | $2.28M | Buy |
12,916
+10,068
| +354% | +$1.78M | 0.05% | 190 |
|
|
2016
Q4 | $560K | Buy |
+2,848
| New | +$560K | 0.01% | 344 |
|