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Yorktown Management & Research Company’s Hurco Companies Inc HURC Stock Holding History

Yorktown Management & Research Company’s Portfolio HURC Stock Details HURC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-8,500
Closed -$280K – 490
2015
Q1 		$280K Hold
8,500
– – 0.05% 257
2014
Q4 		$290K Hold
8,500
– – 0.06% 180
2014
Q3 		$320K Hold
8,500
– – 0.06% 143
2014
Q2 		$240K Buy
+8,500
New +$233K 0.04% 356

Other funds holding HURC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Yorktown Management & Research Company's HURC Position: Q2 2015 in Review

Yorktown Management & Research Company sold out of Hurco Companies Inc (HURC) in Q2 2015, closing a stake of 8,500 shares — an estimated $280K sold.

Yorktown Management & Research Company first reported a position in HURC in Q2 2014 and held it in 4 quarters. The position peaked at $320K in Q3 2014. 80 funds tracked by Wall St. Rank hold HURC as of Q2 2015.

  • Yorktown Management & Research Company reported no remaining Hurco Companies Inc position as of Q2 2015 after selling out during the quarter.
  • Yorktown Management & Research Company sold 8,500 Hurco Companies Inc shares in Q2 2015, an estimated $280K.
  • Yorktown Management & Research Company first reported a position in Hurco Companies Inc in Q2 2014 and held it in 4 quarters.
  • Yorktown Management & Research Company's Hurco Companies Inc position peaked at $320K in Q3 2014.
  • 80 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q2 2015.

Based on Yorktown Management & Research Company's 13F filing for Q2 2015, filed 22 Jul 2015.