SMA
HCC

Simply Money Advisors’s HCC INSURANCES HOLDINGS INC HCC Stock Holding History

Simply Money Advisors’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-112
Closed -$5K – 423
2013
Q2 		$5K Buy
+112
New +$4.76K ﹤0.01% 263

Other funds holding HCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Simply Money Advisors's HCC Position: Q3 2013 in Review

Simply Money Advisors sold out of HCC INSURANCES HOLDINGS INC (HCC) in Q3 2013, closing a stake of 112 shares — an estimated $5K sold.

Simply Money Advisors first reported a position in HCC in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 301 funds tracked by Wall St. Rank hold HCC as of Q3 2013.

  • Simply Money Advisors reported no remaining HCC INSURANCES HOLDINGS INC position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 112 HCC INSURANCES HOLDINGS INC shares in Q3 2013, an estimated $5K.
  • Simply Money Advisors first reported a position in HCC INSURANCES HOLDINGS INC in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's HCC INSURANCES HOLDINGS INC position peaked at $5K in Q2 2013.
  • 301 funds tracked by Wall St. Rank held HCC INSURANCES HOLDINGS INC as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.