RWA
HALL

RGT Wealth Advisors’s Hallmark Financial Services, Inc. HALL Stock Holding History

RGT Wealth 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
2017
Q1 		– Sell
-1,119
Closed -$130K – 141
2016
Q4 		$130K Sell
1,119
-16,052
-93% -$1.74M 0.07% 118
2016
Q3 		$1.77M Buy
+17,171
New +$1.83M 1.09% 13

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
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RGT Wealth Advisors's HALL Position: Q1 2017 in Review

RGT Wealth Advisors sold out of Hallmark Financial Services, Inc. (HALL) in Q1 2017, closing a stake of 1,119 shares — an estimated $130K sold.

RGT Wealth Advisors first reported a position in HALL in Q3 2016 and held it in 2 quarters. The position peaked at $1.77M in Q3 2016. 72 funds tracked by Wall St. Rank hold HALL as of Q1 2017.

  • RGT Wealth Advisors reported no remaining Hallmark Financial Services, Inc. position as of Q1 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,119 Hallmark Financial Services, Inc. shares in Q1 2017, an estimated $130K.
  • RGT Wealth Advisors first reported a position in Hallmark Financial Services, Inc. in Q3 2016 and held it in 2 quarters.
  • RGT Wealth Advisors's Hallmark Financial Services, Inc. position peaked at $1.77M in Q3 2016.
  • 72 funds tracked by Wall St. Rank held Hallmark Financial Services, Inc. as of Q1 2017.

Based on RGT Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.