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Shepherd Kaplan Krochuk’s HCI Group HCI Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-7,605
Closed -$407K – 612
2013
Q4 		$407K Buy
7,605
+391
+5% +$17.9K 0.05% 240
2013
Q3 		$295K Buy
+7,214
New +$250K 0.05% 299

Other funds holding HCI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Shepherd Kaplan Krochuk's HCI Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of HCI Group (HCI) in Q1 2014, closing a stake of 7,605 shares — an estimated $407K sold.

Shepherd Kaplan Krochuk first reported a position in HCI in Q3 2013 and held it in 2 quarters. The position peaked at $407K in Q4 2013. 127 funds tracked by Wall St. Rank hold HCI as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining HCI Group position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 7,605 HCI Group shares in Q1 2014, an estimated $407K.
  • Shepherd Kaplan Krochuk first reported a position in HCI Group in Q3 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's HCI Group position peaked at $407K in Q4 2013.
  • 127 funds tracked by Wall St. Rank held HCI Group as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.