Analyzing HC Financial Advisors’ Q2 2018 vs. Q3 2018 13F Filing: Increased and Decreased Holdings

HC Financial Advisors, Inc. is a registered investment advisor based in New York City, specializing in customized portfolios and investment management services. The firm’s investment strategies are data-driven and rely on advanced market analysis tools to identify emerging investment opportunities and optimize returns.

As a part of its investment process, HC Financial Advisors, Inc. periodically discloses its holdings in the publicly traded firms that it invests in. This information is released to the market as a 13F filing, which is a quarterly report that institutional investment managers are required to file with the United States Securities and Exchange Commission. These reports give an overview of the investments made in the previous quarter, including information on the number of shares held, the total value of the shares, and any changes made in the holdings.

In this blog post, we will analyze the 13F filing of HC Financial Advisors, Inc. for Q2 2018 versus Q3 2018. Using the data from the filing, we will identify the firms that HC Financial Advisors, Inc. has significantly increased or decreased its holdings in, and we will discuss the reasons behind these changes.

Firms with Increased Holdings

Looking at the data, we can see that HC Financial Advisors, Inc. has increased its holdings in a number of firms in Q3 2018. Among the top holdings, we see that HC Financial Advisors, Inc. has increased its holdings in Automatic Data Processing Inc. (ADP) by 76%, from 12,540 to 19,655 shares, making it the firm’s fifth largest holding. This increase in holdings can be attributed to ADP’s strong financial performance and solid growth prospects. ADP is a leading provider of HR management and payroll processing services, with a large and growing customer base, and is well-positioned to benefit from the ongoing trend towards outsourcing of payroll and HR management functions by companies around the world.

Another noticeable increase in holdings is in the case of Verizon Communications Inc. (V). The number of shares held by HC Financial Advisors, Inc. in the firm increased by 51%, from 28,563 to 43,302 shares, making it a top 10 holding of the firm. This increase in holdings can be attributed to Verizon’s strong balance sheet and growing revenues, as the company’s wireless business continues to gain momentum.

HC Financial Advisors, Inc. also increased its holdings in a number of other firms, including Huntington Bancshares Inc. (HBAN), 3M Co. (MMM), and McDonald's Corp. (MCD).

Firms with Decreased Holdings

On the other hand, HC Financial Advisors, Inc. has also decreased its holdings in some of the firms it invested in during Q2 2018. Among the top holdings, we see that HC Financial Advisors, Inc. has decreased its holdings in AT&T Inc. (T) by 85%, from 54,985 to 7,711 shares, making it a much smaller portion of the firm’s portfolio. This decrease in holdings can be attributed to AT&T’s weak financial performance, as the firm has struggled to maintain revenues and profits in the face of intense competition in the telecom industry.

Another noticeable decrease in holdings is in the case of Weyerhaeuser Co. (WY). The number of shares held by HC Financial Advisors, Inc. in the firm decreased by 96%, from 8,497 to 1,122 shares, making it a relatively small holding of the firm. This decrease in holdings can be attributed to Weyerhaeuser’s sluggish growth prospects and the weak outlook for the forestry industry as a whole.

Other firms that saw a decrease in HC Financial Advisors, Inc.’s holdings include Oracle Corp (ORCL), Molson Coors Brewing Co. (TAP), and UPS (UPS).

Final Thoughts

Overall, the 13F filing of HC Financial Advisors, Inc. for Q2 2018 versus Q3 2018 reveals that the firm has made some significant changes to its investment portfolio during the period. While the firm has increased its holdings in some firms, it has also decreased its holdings in others. These changes can be attributed to a variety of factors such as the financial performance and growth prospects of the firms, as well as the overall market conditions and trends in the industries that these firms operate in.

Investors can use this data to gain insights into the investment strategies of HC Financial Advisors, Inc. and to identify firms that might be worth investing in based on the firm’s analysis and investment decisions. However, it’s important to note that these filings only provide a snapshot of an investment manager’s holdings, and that investments can change rapidly based on market conditions and other factors. Investors should always conduct their own research and analysis before making investment decisions.