SPIA
HALL

Steward Partners Investment Advisory’s Hallmark Financial Services, Inc. HALL Stock Holding History

Steward Partners Investment Advisory’s Portfolio HALL Stock Details HALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-455
Closed -$79K – 2745
2019
Q4 		$79K Buy
455
+220
+94% +$40.2K ﹤0.01% 1216
2019
Q3 		$44K Buy
+235
New +$38.8K ﹤0.01% 1414

Other funds holding HALL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Steward Partners Investment Advisory's HALL Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Hallmark Financial Services, Inc. (HALL) in Q1 2020, closing a stake of 455 shares — an estimated $79K sold.

Steward Partners Investment Advisory first reported a position in HALL in Q3 2019 and held it in 2 quarters. The position peaked at $79K in Q4 2019. 80 funds tracked by Wall St. Rank hold HALL as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Hallmark Financial Services, Inc. position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 455 Hallmark Financial Services, Inc. shares in Q1 2020, an estimated $79K.
  • Steward Partners Investment Advisory first reported a position in Hallmark Financial Services, Inc. in Q3 2019 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Hallmark Financial Services, Inc. position peaked at $79K in Q4 2019.
  • 80 funds tracked by Wall St. Rank held Hallmark Financial Services, Inc. as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.