Capital Fund Management (CFM)
HY icon

Capital Fund Management (CFM)’s Hyster-Yale Materials Handling HY Stock Holding History

Capital Fund Management (CFM)’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
2016
Q2 		– Sell
-5,300
Closed -$353K – 1632
2016
Q1 		$353K Buy
+5,300
New +$301K ﹤0.01% 1263
2015
Q1 		– Sell
-5,000
Closed -$366K – 1576
2014
Q4 		$366K Buy
+5,000
New +$372K ﹤0.01% 1261

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Capital Fund Management (CFM)'s HY Position: Q2 2016 in Review

Capital Fund Management (CFM) sold out of Hyster-Yale Materials Handling (HY) in Q2 2016, closing a stake of 5,300 shares — an estimated $353K sold.

Capital Fund Management (CFM) first reported a position in HY in Q4 2014 and held it in 2 quarters. The position peaked at $366K in Q4 2014. 128 funds tracked by Wall St. Rank hold HY as of Q2 2016.

  • Capital Fund Management (CFM) reported no remaining Hyster-Yale Materials Handling position as of Q2 2016 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 5,300 Hyster-Yale Materials Handling shares in Q2 2016, an estimated $353K.
  • Capital Fund Management (CFM) first reported a position in Hyster-Yale Materials Handling in Q4 2014 and held it in 2 quarters.
  • Capital Fund Management (CFM)'s Hyster-Yale Materials Handling position peaked at $366K in Q4 2014.
  • 128 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2016.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2016, filed 27 Jul 2016.