CWA
HI

Clarus Wealth Advisors’s Hillenbrand HI Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-217
Closed -$9K – 316
2019
Q2 		$9K Buy
217
+1
+0.5% +$40 0.01% 447
2019
Q1 		$9K Buy
216
+1
+0.5% +$42 0.01% 534
2018
Q4 		$8K Buy
215
+1
+0.5% +$46 0.01% 540
2018
Q3 		$11K Buy
214
+2
+0.9% +$102 0.01% 524
2018
Q2 		$10K Buy
+212
New +$9.94K 0.01% 525

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Clarus Wealth Advisors's HI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Hillenbrand (HI) in Q3 2019, closing a stake of 217 shares — an estimated $9K sold.

Clarus Wealth Advisors first reported a position in HI in Q2 2018 and held it in 5 quarters. The position peaked at $11K in Q3 2018. 266 funds tracked by Wall St. Rank hold HI as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Hillenbrand position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 217 Hillenbrand shares in Q3 2019, an estimated $9K.
  • Clarus Wealth Advisors first reported a position in Hillenbrand in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Hillenbrand position peaked at $11K in Q3 2018.
  • 266 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.