Zacks Investment Management’s Hallmark Financial Services, Inc. HALL Stock Holding History

Zacks Investment Management’s Portfolio HALL Stock Details HALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-23,489	Closed	-$2.7M	–	724
2016 Q1	$2.7M	Buy	23,489 +4,174	+22%	+$444K	0.09%	170
2015 Q4	$2.26M	Buy	19,315 +12,096	+168%	+$1.5M	0.07%	185
2015 Q3	$829K	Buy	7,219 +2,800	+63%	+$316K	0.03%	337
2015 Q2	$503K	Buy	4,419 +1,959	+80%	+$223K	0.02%	438
2015 Q1	$261K	Hold	2,460	–	–	0.01%	537
2014 Q4	$297K	Buy	+2,460	New	+$277K	0.01%	512

Other funds holding HALL

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCA

STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIP

Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

Emerald Acquisition Seattle, Washington $51.8B AUM

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zacks Investment Management's HALL Position: Q2 2016 in Review

Zacks Investment Management sold out of Hallmark Financial Services, Inc. (HALL) in Q2 2016, closing a stake of 23,489 shares — an estimated $2.7M sold.

Zacks Investment Management first reported a position in HALL in Q4 2014 and held it in 6 quarters. The position peaked at $2.7M in Q1 2016. 82 funds tracked by Wall St. Rank hold HALL as of Q2 2016.

Zacks Investment Management reported no remaining Hallmark Financial Services, Inc. position as of Q2 2016 after selling out during the quarter.
Zacks Investment Management sold 23,489 Hallmark Financial Services, Inc. shares in Q2 2016, an estimated $2.7M.
Zacks Investment Management first reported a position in Hallmark Financial Services, Inc. in Q4 2014 and held it in 6 quarters.
Zacks Investment Management's Hallmark Financial Services, Inc. position peaked at $2.7M in Q1 2016.
82 funds tracked by Wall St. Rank held Hallmark Financial Services, Inc. as of Q2 2016.

Based on Zacks Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.