The Rise and Fall of HC Financial Advisors Inc. - A Look at Q2 2018 vs. Q3 2018 13F Holdings

Investing can be a risky business, but sometimes it can also be extremely rewarding. In the case of HC Financial Advisors Inc., this may not have been the case. When comparing their Q2 2018 vs. Q3 2018 13F Holdings, the results were mixed. While some investments experienced significant growth, others experienced a considerable loss.

Let's dive into the numbers and analyze what went wrong.

Starting with the winners, the top-performing investment of Q3 2018 was Huntington Bancshares Inc., which saw an increase in shares from 132,084 to 147,049 and an increase in value from $1,950,000 to $2,194,000, resulting in a growth of 12.5%. Another notable growth was reported by Automatic Data Processing Inc., which saw an increase in shares from 12,540 to 19,655 and an increase in value from $1,682,000 to $2,961,000, representing a growth of 76%.

Apart from these two investments, there were several others that showed significant growth, including Disney Walt Co., Novartis AG, Adobe Sys. Inc., and Duke Energy Corp New. However, the rest of the portfolio did not fare as well.

The biggest loser of the portfolio was Oracle Corp., which saw a decrease in shares from 51,213 to 6,635 and a decrease in value from $2,256,000 to $342,000, indicating a loss of 84.8%. Another substantial loss was reported by AT&T Inc., which saw a decrease in shares from 54,985 to 7,711 and a decrease in value from $1,766,000 to $259,000, representing a loss of 85.3%.

Apart from these two investments, several others reported losses, including International Business Machines Corp., Wells Fargo & Co New, and Exxon Mobil Corp. Overall, the portfolio saw a decrease in holdings from $53,798,000 in Q2 2018 to $40,584,000 in Q3 2018, indicating a loss of 24.5%.

Investing is all about taking risks, but it's crucial to do your research and keep an eye on your investments. For HC Financial Advisors Inc., the Q2 2018 vs. Q3 2018 13F Holdings showed some promising growth in specific investments, but the rest of the portfolio was not as successful. The key takeaway from this analysis is that it's important to diversify your holdings, keep a close eye on your investments, and be prepared for the unpredictable nature of the market.