Capital Management Associates (New York)’s Hyster-Yale Materials Handling HY Stock Holding History

Capital Management Associates (New York)’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
2015 Q1	–	Sell	-10,000	Closed	-$732K	–	148
2014 Q4	$732K	Hold	10,000	–	–	1.07%	25
2014 Q3	$716K	Hold	10,000	–	–	1.08%	18
2014 Q2	$885K	Hold	10,000	–	–	1.29%	14
2014 Q1	$975K	Hold	10,000	–	–	1.41%	9
2013 Q4	$932K	Hold	10,000	–	–	1.37%	11
2013 Q3	$897K	Hold	10,000	–	–	1.38%	9
2013 Q2	$628K	Buy	+10,000	New	+$588K	1.03%	26

Other funds holding HY

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Capital Management Associates (New York)'s HY Position: Q1 2015 in Review

Capital Management Associates (New York) sold out of Hyster-Yale Materials Handling (HY) in Q1 2015, closing a stake of 10,000 shares — an estimated $732K sold.

Capital Management Associates (New York) first reported a position in HY in Q2 2013 and held it in 7 quarters. The position peaked at $975K in Q1 2014. 159 funds tracked by Wall St. Rank hold HY as of Q1 2015.

Capital Management Associates (New York) reported no remaining Hyster-Yale Materials Handling position as of Q1 2015 after selling out during the quarter.
Capital Management Associates (New York) sold 10,000 Hyster-Yale Materials Handling shares in Q1 2015, an estimated $732K.
Capital Management Associates (New York) first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 7 quarters.
Capital Management Associates (New York)'s Hyster-Yale Materials Handling position peaked at $975K in Q1 2014.
159 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2015.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2015, filed 21 May 2015.