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Rational Advisors’s Herc Holdings HRI Stock Holding History

Rational Advisors’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$284K Hold
3,307
– – 0.02% 435
2013
Q3 		$220K Hold
3,307
– – 0.02% 498
2013
Q2 		$246K Buy
+3,307
New +$242K 0.02% 477

Other funds holding HRI

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
SCM
SAB Capital Management New York $4.44M AUM 12.21% 1-Year Est. Return

Rational Advisors's HRI Position: Q4 2013 in Review

Rational Advisors held its Herc Holdings (HRI) position steady in Q4 2013 at 3,307 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #435.

Rational Advisors first reported a position in HRI in Q2 2013 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold HRI as of Q4 2013.

  • Rational Advisors held 3,307 shares of Herc Holdings worth $284K as of Q4 2013.
  • Rational Advisors left its Herc Holdings share count unchanged in Q4 2013.
  • Herc Holdings made up 0.02% of Rational Advisors's portfolio in Q4 2013, its #435 holding.
  • Rational Advisors first reported a position in Herc Holdings in Q2 2013 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held Herc Holdings as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.