WCM
HFBL icon

Wealthcare Capital Management’s Home Federal Bancorp HFBL Stock Holding History

Wealthcare Capital Management’s Portfolio HFBL Stock Details HFBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-330
Closed -$5K – 324
2021
Q1 		$5K Buy
+330
New +$5.02K ﹤0.01% 382

Other funds holding HFBL

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Wealthcare Capital Management's HFBL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Home Federal Bancorp (HFBL) in Q2 2021, closing a stake of 330 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in HFBL in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 13 funds tracked by Wall St. Rank hold HFBL as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Home Federal Bancorp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 330 Home Federal Bancorp shares in Q2 2021, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Home Federal Bancorp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Home Federal Bancorp position peaked at $5K in Q1 2021.
  • 13 funds tracked by Wall St. Rank held Home Federal Bancorp as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.