CAG
HI

Crestwood Advisors Group’s Hillenbrand HI Stock Holding History

Crestwood Advisors Group’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
2017
Q2 		– Sell
-3,200
Closed -$117K – 271
2017
Q1 		$117K Buy
+3,200
New +$118K 0.01% 180

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Crestwood Advisors Group's HI Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Hillenbrand (HI) in Q2 2017, closing a stake of 3,200 shares — an estimated $117K sold.

Crestwood Advisors Group first reported a position in HI in Q1 2017 and held it in 1 quarter. The position peaked at $117K in Q1 2017. 217 funds tracked by Wall St. Rank hold HI as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Hillenbrand position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 3,200 Hillenbrand shares in Q2 2017, an estimated $117K.
  • Crestwood Advisors Group first reported a position in Hillenbrand in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Hillenbrand position peaked at $117K in Q1 2017.
  • 217 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.