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HGT

Wealthfront’s Hugoton Royalty Trust HGT Stock Holding History

Wealthfront’s Portfolio HGT Stock Details HGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-154
Closed -$1K – 1108
2014
Q3 		$1K Buy
+154
New +$1.52K ﹤0.01% 664

Other funds holding HGT

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Wealthfront's HGT Position: Q4 2014 in Review

Wealthfront sold out of Hugoton Royalty Trust (HGT) in Q4 2014, closing a stake of 154 shares — an estimated $1K sold.

Wealthfront first reported a position in HGT in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 76 funds tracked by Wall St. Rank hold HGT as of Q4 2014.

  • Wealthfront reported no remaining Hugoton Royalty Trust position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 154 Hugoton Royalty Trust shares in Q4 2014, an estimated $1K.
  • Wealthfront first reported a position in Hugoton Royalty Trust in Q3 2014 and held it in 1 quarter.
  • Wealthfront's Hugoton Royalty Trust position peaked at $1K in Q3 2014.
  • 76 funds tracked by Wall St. Rank held Hugoton Royalty Trust as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.