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Realta Investment Advisors’s Hamilton Beach Brands HBB Stock Holding History

Realta Investment Advisors’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$2K – 1685
2019
Q2 		$2K Buy
+100
New +$1.92K ﹤0.01% 1556

Other funds holding HBB

ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Realta Investment Advisors's HBB Position: Q3 2019 in Review

Realta Investment Advisors sold out of Hamilton Beach Brands (HBB) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in HBB in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 75 funds tracked by Wall St. Rank hold HBB as of Q3 2019.

  • Realta Investment Advisors reported no remaining Hamilton Beach Brands position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 100 Hamilton Beach Brands shares in Q3 2019, an estimated $2K.
  • Realta Investment Advisors first reported a position in Hamilton Beach Brands in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Hamilton Beach Brands position peaked at $2K in Q2 2019.
  • 75 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.