AFS
HI

Aft Forsyth & Sober’s Hillenbrand HI Stock Holding History

Aft Forsyth & Sober’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-350
Closed -$11K – 43
2014
Q3 		$11K Hold
350
– – ﹤0.01% 39
2014
Q2 		$11K Hold
350
– – ﹤0.01% 38
2014
Q1 		$11K Buy
+350
New +$10.4K ﹤0.01% 36

Other funds holding HI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aft Forsyth & Sober's HI Position: Q4 2014 in Review

Aft Forsyth & Sober sold out of Hillenbrand (HI) in Q4 2014, closing a stake of 350 shares — an estimated $11K sold.

Aft Forsyth & Sober first reported a position in HI in Q1 2014 and held it in 3 quarters. The position peaked at $11K in Q3 2014. 207 funds tracked by Wall St. Rank hold HI as of Q4 2014.

  • Aft Forsyth & Sober reported no remaining Hillenbrand position as of Q4 2014 after selling out during the quarter.
  • Aft Forsyth & Sober sold 350 Hillenbrand shares in Q4 2014, an estimated $11K.
  • Aft Forsyth & Sober first reported a position in Hillenbrand in Q1 2014 and held it in 3 quarters.
  • Aft Forsyth & Sober's Hillenbrand position peaked at $11K in Q3 2014.
  • 207 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2014.

Based on Aft Forsyth & Sober's 13F filing for Q4 2014, filed 12 Feb 2015.