Bruderman Asset Management’s Hillenbrand HI Stock Holding History

Bruderman Asset Management’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
2018 Q2	–	Sell	-1,000	Closed	-$46K	–	380
2018 Q1	$46K	Buy	+1,000	New	+$45.1K	0.01%	209
2017 Q3	–	Sell	-1,285	Closed	-$46K	–	214
2017 Q2	$46K	Buy	+1,285	New	+$46.8K	0.01%	219
2017 Q1	–	Sell	-2,094	Closed	-$80K	–	211
2016 Q4	$80K	Buy	2,094 +4	+0.2%	+$135	0.02%	166
2016 Q3	$66K	Sell	2,090 -1,496	-42%	-$47.4K	0.02%	178
2016 Q2	$108K	Sell	3,586 -1,653	-32%	-$50.1K	0.03%	155
2016 Q1	$157K	Buy	5,239 +126	+2%	+$3.48K	0.05%	129
2015 Q4	$151K	Buy	5,113 +15	+0.3%	+$440	0.06%	135
2015 Q3	$133K	Sell	5,098 -505	-9%	-$14K	0.05%	131
2015 Q2	$172K	Buy	5,603 +360	+7%	+$11.1K	0.07%	123
2015 Q1	$162K	Buy	+5,243	New	+$165K	0.06%	123

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bruderman Asset Management's HI Position: Q2 2018 in Review

Bruderman Asset Management sold out of Hillenbrand (HI) in Q2 2018, closing a stake of 1,000 shares — an estimated $46K sold.

Bruderman Asset Management first reported a position in HI in Q1 2015 and held it in 10 quarters. The position peaked at $172K in Q2 2015. 276 funds tracked by Wall St. Rank hold HI as of Q2 2018.

Bruderman Asset Management reported no remaining Hillenbrand position as of Q2 2018 after selling out during the quarter.
Bruderman Asset Management sold 1,000 Hillenbrand shares in Q2 2018, an estimated $46K.
Bruderman Asset Management first reported a position in Hillenbrand in Q1 2015 and held it in 10 quarters.
Bruderman Asset Management's Hillenbrand position peaked at $172K in Q2 2015.
276 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2018.

Based on Bruderman Asset Management's 13F filing for Q2 2018, filed 15 Aug 2018.