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Secor Capital Advisors’s Houlihan Lokey HLI Stock Holding History

Secor Capital 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
2018
Q2 		– Sell
-144,289
Closed -$6.43M – 562
2018
Q1 		$6.43M Buy
144,289
+85,926
+147% +$4.07M 0.53% 31
2017
Q4 		$2.65M Buy
58,363
+1,104
+2% +$47.2K 0.11% 167
2017
Q3 		$2.24M Buy
57,259
+48,252
+536% +$1.76M 0.21% 154
2017
Q2 		$314K Buy
+9,007
New +$306K 0.03% 393
2017
Q1 		– Sell
-32,798
Closed -$1.02M – 515
2016
Q4 		$1.02M Buy
32,798
+13,762
+72% +$373K 0.12% 229
2016
Q3 		$477K Buy
+19,036
New +$459K 0.05% 371

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Secor Capital Advisors's HLI Position: Q2 2018 in Review

Secor Capital Advisors sold out of Houlihan Lokey (HLI) in Q2 2018, closing a stake of 144,289 shares — an estimated $6.43M sold.

Secor Capital Advisors first reported a position in HLI in Q3 2016 and held it in 6 quarters. The position peaked at $6.43M in Q1 2018. 192 funds tracked by Wall St. Rank hold HLI as of Q2 2018.

  • Secor Capital Advisors reported no remaining Houlihan Lokey position as of Q2 2018 after selling out during the quarter.
  • Secor Capital Advisors sold 144,289 Houlihan Lokey shares in Q2 2018, an estimated $6.43M.
  • Secor Capital Advisors first reported a position in Houlihan Lokey in Q3 2016 and held it in 6 quarters.
  • Secor Capital Advisors's Houlihan Lokey position peaked at $6.43M in Q1 2018.
  • 192 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2018.

Based on Secor Capital Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.