CPIG
HY icon

Chicago Partners Investment Group’s Hyster-Yale Materials Handling HY Stock Holding History

Chicago Partners Investment Group’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
Q4 		– Sell
-68
Closed -$4K – 501
2015
Q3 		$4K Hold
68
– – ﹤0.01% 393
2015
Q2 		$5K Hold
68
– – ﹤0.01% 395
2015
Q1 		$5K Sell
68
-2,361
-97% -$160K ﹤0.01% 424
2014
Q4 		$178K Buy
+2,429
New +$181K 0.08% 130

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chicago Partners Investment Group's HY Position: Q4 2015 in Review

Chicago Partners Investment Group sold out of Hyster-Yale Materials Handling (HY) in Q4 2015, closing a stake of 68 shares — an estimated $4K sold.

Chicago Partners Investment Group first reported a position in HY in Q4 2014 and held it in 4 quarters. The position peaked at $178K in Q4 2014. 131 funds tracked by Wall St. Rank hold HY as of Q4 2015.

  • Chicago Partners Investment Group reported no remaining Hyster-Yale Materials Handling position as of Q4 2015 after selling out during the quarter.
  • Chicago Partners Investment Group sold 68 Hyster-Yale Materials Handling shares in Q4 2015, an estimated $4K.
  • Chicago Partners Investment Group first reported a position in Hyster-Yale Materials Handling in Q4 2014 and held it in 4 quarters.
  • Chicago Partners Investment Group's Hyster-Yale Materials Handling position peaked at $178K in Q4 2014.
  • 131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2015.

Based on Chicago Partners Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.