PFGIA
HMHC

Patriot Financial Group Insurance Agency’s Houghton Mifflin Harcourt Company HMHC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio HMHC Stock Details HMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-99
Closed -$1K – 1798
2019
Q4 		$1K Sell
99
-18
-15% -$105 ﹤0.01% 1289
2019
Q3 		$1K Hold
117
– – ﹤0.01% 1271
2019
Q2 		$1K Buy
117
+37
+46% +$245 ﹤0.01% 1393
2019
Q1 		$1K Buy
+80
New +$719 ﹤0.01% 1203

Other funds holding HMHC

ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HMHC Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Houghton Mifflin Harcourt Company (HMHC) in Q1 2020, closing a stake of 99 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in HMHC in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 117 funds tracked by Wall St. Rank hold HMHC as of Q1 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Houghton Mifflin Harcourt Company position as of Q1 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 99 Houghton Mifflin Harcourt Company shares in Q1 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Houghton Mifflin Harcourt Company in Q1 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Houghton Mifflin Harcourt Company position peaked at $1K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held Houghton Mifflin Harcourt Company as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.