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Affinity Investment Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Affinity Investment Advisors’s Portfolio HY Stock Details HY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-12,666
Closed -$795K – 94
2013
Q2 		$795K Buy
+12,666
New +$744K 0.07% 89

Other funds holding HY

PNC Financial Services Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

Affinity Investment Advisors's HY Position: Q3 2013 in Review

Affinity Investment Advisors sold out of Hyster-Yale Materials Handling (HY) in Q3 2013, closing a stake of 12,666 shares — an estimated $795K sold.

Affinity Investment Advisors first reported a position in HY in Q2 2013 and held it in 1 quarter. The position peaked at $795K in Q2 2013. 150 funds tracked by Wall St. Rank hold HY as of Q3 2013.

  • Affinity Investment Advisors reported no remaining Hyster-Yale Materials Handling position as of Q3 2013 after selling out during the quarter.
  • Affinity Investment Advisors sold 12,666 Hyster-Yale Materials Handling shares in Q3 2013, an estimated $795K.
  • Affinity Investment Advisors first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 1 quarter.
  • Affinity Investment Advisors's Hyster-Yale Materials Handling position peaked at $795K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2013.

Based on Affinity Investment Advisors's 13F filing for Q3 2013, filed 17 Jan 2014.