WAM
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Wealthspire Advisors (Maryland)’s Herc Holdings HRI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-29
Closed -$1K – 1158
2019
Q1 		$1K Hold
29
– – ﹤0.01% 2340
2018
Q4 		$1K Buy
29
+19
+190% +$662 ﹤0.01% 2275
2018
Q3 		$1K Hold
10
– – ﹤0.01% 2288
2018
Q2 		$1K Hold
10
– – ﹤0.01% 2312
2018
Q1 		$1K Hold
10
– – ﹤0.01% 2340
2017
Q4 		$1K Hold
10
– – ﹤0.01% 2285
2017
Q3 		$0 Sell
10
-2
-17% -$87 ﹤0.01% 2345
2017
Q2 		$0 Sell
12
-17
-59% -$710 ﹤0.01% 2233
2017
Q1 		$1K Buy
29
+16
+123% +$753 ﹤0.01% 1803
2016
Q4 		$1K Sell
13
-368
-97% -$13.3K ﹤0.01% 1651
2016
Q3 		$13K Sell
381
-1,485
-80% -$49.8K ﹤0.01% 1182
2016
Q2 		$62K Buy
1,866
+118
+7% +$3.39K 0.01% 672
2016
Q1 		$55K Buy
1,748
+31
+2% +$911 0.01% 680
2015
Q4 		$73K Buy
+1,717
New +$86.2K 0.01% 611

Other funds holding HRI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return