Capital Advisory Group Advisory Services’s Hillenbrand HI Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-157	Closed	-$8K	–	405
2018 Q3	$8K	Hold	157	–	–	0.01%	259
2018 Q2	$7K	Hold	157	–	–	0.01%	259
2018 Q1	$7K	Buy	+157	New	+$7.08K	0.01%	254

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

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

CCP

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

Capital Advisory Group Advisory Services's HI Position: Q4 2018 in Review

Capital Advisory Group Advisory Services sold out of Hillenbrand (HI) in Q4 2018, closing a stake of 157 shares — an estimated $8K sold.

Capital Advisory Group Advisory Services first reported a position in HI in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 262 funds tracked by Wall St. Rank hold HI as of Q4 2018.

Capital Advisory Group Advisory Services reported no remaining Hillenbrand position as of Q4 2018 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 157 Hillenbrand shares in Q4 2018, an estimated $8K.
Capital Advisory Group Advisory Services first reported a position in Hillenbrand in Q1 2018 and held it in 3 quarters.
Capital Advisory Group Advisory Services's Hillenbrand position peaked at $8K in Q3 2018.
262 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2018, filed 28 May 2020.