Stifel Financial
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Stifel Financial’s Haverty Furniture Companies HVT Stock Holding History

Stifel Financial’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-193,291
Closed -$4.86M – 2270
2014
Q2 		$4.86M Sell
193,291
-93,811
-33% -$2.38M 0.04% 467
2014
Q1 		$8.53M Buy
+287,102
New +$8.25M 0.08% 313

Other funds holding HVT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial's HVT Position: Q3 2014 in Review

Stifel Financial sold out of Haverty Furniture Companies (HVT) in Q3 2014, closing a stake of 193,291 shares — an estimated $4.86M sold.

Stifel Financial first reported a position in HVT in Q1 2014 and held it in 2 quarters. The position peaked at $8.53M in Q1 2014. 121 funds tracked by Wall St. Rank hold HVT as of Q3 2014.

  • Stifel Financial reported no remaining Haverty Furniture Companies position as of Q3 2014 after selling out during the quarter.
  • Stifel Financial sold 193,291 Haverty Furniture Companies shares in Q3 2014, an estimated $4.86M.
  • Stifel Financial first reported a position in Haverty Furniture Companies in Q1 2014 and held it in 2 quarters.
  • Stifel Financial's Haverty Furniture Companies position peaked at $8.53M in Q1 2014.
  • 121 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2014.

Based on Stifel Financial's 13F filing for Q3 2014, filed 13 Nov 2014.