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Piedmont Investment Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Piedmont Investment Advisors’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
2018
Q3 		– Sell
-348
Closed -$6K – 1604
2018
Q2 		$6K Buy
+348
New +$5.74K ﹤0.01% 2037
2017
Q1 		– Sell
-258
Closed -$4.04K – 513
2016
Q4 		$4.04K Buy
+258
New +$3.59K ﹤0.01% 622

Other funds holding HRTG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MFIMFI
Mesirow Financial Investment Management - Fixed Income Chicago, Illinois $98.4M AUM 13.93% 1-Year Est. Return

Piedmont Investment Advisors's HRTG Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Heritage Insurance Holdings (HRTG) in Q3 2018, closing a stake of 348 shares — an estimated $6K sold.

Piedmont Investment Advisors first reported a position in HRTG in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q2 2018. 104 funds tracked by Wall St. Rank hold HRTG as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Heritage Insurance Holdings position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 348 Heritage Insurance Holdings shares in Q3 2018, an estimated $6K.
  • Piedmont Investment Advisors first reported a position in Heritage Insurance Holdings in Q4 2016 and held it in 2 quarters.
  • Piedmont Investment Advisors's Heritage Insurance Holdings position peaked at $6K in Q2 2018.
  • 104 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.