RGT Wealth Advisors’s HFF Inc. HF Stock Holding History

RGT Wealth Advisors’s Portfolio HF Stock Details HF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,236	Closed	-$265K	–	43
2018 Q3	$265K	Hold	6,236	–	–	0.9%	33
2018 Q2	$214K	Sell	6,236 -193	-3%	-$7.37K	0.69%	41
2018 Q1	$320K	Sell	6,429 -883	-12%	-$42.3K	0.15%	63
2017 Q4	$356K	Sell	7,312 -2,736	-27%	-$121K	0.19%	54
2017 Q3	$397K	Buy	10,048 +2,000	+25%	+$73.7K	0.26%	43
2017 Q2	$280K	Sell	8,048 -4,402	-35%	-$136K	0.19%	56
2017 Q1	$344K	Buy	12,450 +2,080	+20%	+$61K	0.23%	52
2016 Q4	$314K	Hold	10,370	–	–	0.18%	73
2016 Q3	$287K	Buy	+10,370	New	+$288K	0.18%	77

Other funds holding HF

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RGT Wealth Advisors's HF Position: Q4 2018 in Review

RGT Wealth Advisors sold out of HFF Inc. (HF) in Q4 2018, closing a stake of 6,236 shares — an estimated $265K sold.

RGT Wealth Advisors first reported a position in HF in Q3 2016 and held it in 9 quarters. The position peaked at $397K in Q3 2017. 205 funds tracked by Wall St. Rank hold HF as of Q4 2018.

RGT Wealth Advisors reported no remaining HFF Inc. position as of Q4 2018 after selling out during the quarter.
RGT Wealth Advisors sold 6,236 HFF Inc. shares in Q4 2018, an estimated $265K.
RGT Wealth Advisors first reported a position in HFF Inc. in Q3 2016 and held it in 9 quarters.
RGT Wealth Advisors's HFF Inc. position peaked at $397K in Q3 2017.
205 funds tracked by Wall St. Rank held HFF Inc. as of Q4 2018.

Based on RGT Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.