United Capital Financial Advisors’s Hingham Institution for Saving HIFS Stock Holding History

United Capital Financial Advisors’s Portfolio HIFS Stock Details HIFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,250	Closed	-$275K	–	1326
2018 Q3	$275K	Hold	1,250	–	–	﹤0.01%	1139
2018 Q2	$275K	Hold	1,250	–	–	﹤0.01%	1117
2018 Q1	$258K	Hold	1,250	–	–	﹤0.01%	1143
2017 Q4	$259K	Hold	1,250	–	–	﹤0.01%	1160
2017 Q3	$238K	Hold	1,250	–	–	﹤0.01%	1195
2017 Q2	$227K	Hold	1,250	–	–	﹤0.01%	1166
2017 Q1	$221K	Hold	1,250	–	–	﹤0.01%	1157
2016 Q4	$246K	Buy	+1,250	New	+$202K	﹤0.01%	1113

Other funds holding HIFS

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's HIFS Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Hingham Institution for Saving (HIFS) in Q4 2018, closing a stake of 1,250 shares — an estimated $275K sold.

United Capital Financial Advisors first reported a position in HIFS in Q4 2016 and held it in 8 quarters. The position peaked at $275K in Q3 2018. 75 funds tracked by Wall St. Rank hold HIFS as of Q4 2018.

United Capital Financial Advisors reported no remaining Hingham Institution for Saving position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 1,250 Hingham Institution for Saving shares in Q4 2018, an estimated $275K.
United Capital Financial Advisors first reported a position in Hingham Institution for Saving in Q4 2016 and held it in 8 quarters.
United Capital Financial Advisors's Hingham Institution for Saving position peaked at $275K in Q3 2018.
75 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.