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Realta Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Realta Investment Advisors’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,244
Closed -$56K – 1689
2019
Q2 		$56K Buy
+1,244
New +$58.1K 0.02% 642

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Realta Investment Advisors sold out of Houlihan Lokey (HLI) in Q3 2019, closing a stake of 1,244 shares — an estimated $56K sold.

Realta Investment Advisors first reported a position in HLI in Q2 2019 and held it in 1 quarter. The position peaked at $56K in Q2 2019. 194 funds tracked by Wall St. Rank hold HLI as of Q3 2019.

  • Realta Investment Advisors reported no remaining Houlihan Lokey position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 1,244 Houlihan Lokey shares in Q3 2019, an estimated $56K.
  • Realta Investment Advisors first reported a position in Houlihan Lokey in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Houlihan Lokey position peaked at $56K in Q2 2019.
  • 194 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2019.

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