WWMSC
HLI icon

Wagner Wealth Management (South Carolina)’s Houlihan Lokey HLI Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$0 Hold
11
– – ﹤0.01% 710
2018
Q2 		$1K Hold
11
– – ﹤0.01% 586
2018
Q1 		$0 Buy
+11
New +$521 ﹤0.01% 652

Other funds holding HLI

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HLI Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Houlihan Lokey (HLI) position steady in Q3 2018 at 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Wagner Wealth Management (South Carolina) first reported a position in HLI in Q1 2018 and has held it in 3 quarters since. The position peaked at $1K in Q2 2018. 165 funds tracked by Wall St. Rank hold HLI as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 11 shares of Houlihan Lokey worth $0 as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Houlihan Lokey share count unchanged in Q3 2018.
  • Houlihan Lokey made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #710 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Houlihan Lokey in Q1 2018 and has held it in 3 quarters since.
  • Wagner Wealth Management (South Carolina)'s Houlihan Lokey position peaked at $1K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.