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Scholtz & Company’s Haverty Furniture Companies HVT Stock Holding History

Scholtz & Company’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-56,860
Closed -$1.24M – 58
2014
Q3 		$1.24M Sell
56,860
-32,750
-37% -$772K 1.22% 32
2014
Q2 		$2.25M Buy
89,610
+5,260
+6% +$134K 2.13% 18
2014
Q1 		$2.5M Buy
+84,350
New +$2.42M 2.68% 12

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scholtz & Company's HVT Position: Q4 2014 in Review

Scholtz & Company sold out of Haverty Furniture Companies (HVT) in Q4 2014, closing a stake of 56,860 shares — an estimated $1.24M sold.

Scholtz & Company first reported a position in HVT in Q1 2014 and held it in 3 quarters. The position peaked at $2.5M in Q1 2014. 117 funds tracked by Wall St. Rank hold HVT as of Q4 2014.

  • Scholtz & Company reported no remaining Haverty Furniture Companies position as of Q4 2014 after selling out during the quarter.
  • Scholtz & Company sold 56,860 Haverty Furniture Companies shares in Q4 2014, an estimated $1.24M.
  • Scholtz & Company first reported a position in Haverty Furniture Companies in Q1 2014 and held it in 3 quarters.
  • Scholtz & Company's Haverty Furniture Companies position peaked at $2.5M in Q1 2014.
  • 117 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2014.

Based on Scholtz & Company's 13F filing for Q4 2014, filed 13 Feb 2015.