SBH
SPE

Segall Bryant & Hamill’s Special Opportunities Fund SPE Stock Holding History

Segall Bryant & Hamill’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-14,112
Closed -$160K – 862
2018
Q4 		$160K Buy
+14,112
New +$184K ﹤0.01% 791

Other funds holding SPE

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
WPA
Winning Points Advisors Boca Raton, Florida $74.8M AUM

Segall Bryant & Hamill's SPE Position: Q1 2019 in Review

Segall Bryant & Hamill sold out of Special Opportunities Fund (SPE) in Q1 2019, closing a stake of 14,112 shares — an estimated $160K sold.

Segall Bryant & Hamill first reported a position in SPE in Q4 2018 and held it in 1 quarter. The position peaked at $160K in Q4 2018. 27 funds tracked by Wall St. Rank hold SPE as of Q1 2019.

  • Segall Bryant & Hamill reported no remaining Special Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • Segall Bryant & Hamill sold 14,112 Special Opportunities Fund shares in Q1 2019, an estimated $160K.
  • Segall Bryant & Hamill first reported a position in Special Opportunities Fund in Q4 2018 and held it in 1 quarter.
  • Segall Bryant & Hamill's Special Opportunities Fund position peaked at $160K in Q4 2018.
  • 27 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q1 2019.

Based on Segall Bryant & Hamill's 13F filing for Q1 2019, filed 15 May 2019.