PIA
HALL

Peachtree Investment Advisors’s Hallmark Financial Services, Inc. HALL Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-436
Closed -$50K – 262
2015
Q2 		$50K Hold
436
– – 0.04% 193
2015
Q1 		$46K Hold
436
– – 0.03% 203
2014
Q4 		$53K Hold
436
– – 0.04% 209
2014
Q3 		$45K Buy
+436
New +$42.4K 0.03% 212

Other funds holding HALL

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Peachtree Investment Advisors's HALL Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Hallmark Financial Services, Inc. (HALL) in Q3 2015, closing a stake of 436 shares — an estimated $50K sold.

Peachtree Investment Advisors first reported a position in HALL in Q3 2014 and held it in 4 quarters. The position peaked at $53K in Q4 2014. 64 funds tracked by Wall St. Rank hold HALL as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Hallmark Financial Services, Inc. position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 436 Hallmark Financial Services, Inc. shares in Q3 2015, an estimated $50K.
  • Peachtree Investment Advisors first reported a position in Hallmark Financial Services, Inc. in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Hallmark Financial Services, Inc. position peaked at $53K in Q4 2014.
  • 64 funds tracked by Wall St. Rank held Hallmark Financial Services, Inc. as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.