Managers / Q4 2018 · view latest →
HL FINANCIAL SERVICES LLC
CIK 0001430233 · 500 WEST JEFFERSON STREET, SUITE 700, LOUISVILLE, KY, 40202 · 8004441854
Reported Value
$5.7B
Q4 2018
Positions
713
Filings on Record
2
2019–present window
Filed
Feb 7, 2019
original filing
Summary
Hl Financial Services Llc reported $5.7B in U.S.-listed holdings across 713 positions for Q4 2018.
Its largest position, MSFT, represents 4.7% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2018
Filing History
Other Included Managers
This filing reports holdings on behalf of 5 additional managers.
- J.J.B. Hilliard, W.L. Lyons, LLC028-13163
- Hilliard Lyons Trust Company, LLC028-13162
- HOUCHENS INDUSTRIES INC /KY/028-13166
- Houchens Industries, Inc. Employee Stock Ownership Trust028-13164
- FIRST TRUST ADVISORS LP028-06487
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.