D'Orazio & Associates’s Hyster-Yale Materials Handling HY Stock Holding History

D'Orazio & Associates’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	-300	Closed	-$19K	–	307
2016 Q1	$19K	Hold	300	–	–	0.01%	178
2015 Q4	$16K	Hold	300	–	–	0.01%	169
2015 Q3	$19K	Hold	300	–	–	0.01%	150
2015 Q2	$21K	Hold	300	–	–	0.01%	141
2015 Q1	$22K	Hold	300	–	–	0.02%	144
2014 Q4	$22K	Hold	300	–	–	0.01%	132
2014 Q3	$21K	Hold	300	–	–	0.02%	138
2014 Q2	$27K	Hold	300	–	–	0.02%	129
2014 Q1	$29K	Hold	300	–	–	0.02%	118
2013 Q4	$28K	Buy	+300	New	+$26.1K	0.02%	106

Other funds holding HY

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

D'Orazio & Associates's HY Position: Q2 2016 in Review

D'Orazio & Associates sold out of Hyster-Yale Materials Handling (HY) in Q2 2016, closing a stake of 300 shares — an estimated $19K sold.

D'Orazio & Associates first reported a position in HY in Q4 2013 and held it in 10 quarters. The position peaked at $29K in Q1 2014. 128 funds tracked by Wall St. Rank hold HY as of Q2 2016.

D'Orazio & Associates reported no remaining Hyster-Yale Materials Handling position as of Q2 2016 after selling out during the quarter.
D'Orazio & Associates sold 300 Hyster-Yale Materials Handling shares in Q2 2016, an estimated $19K.
D'Orazio & Associates first reported a position in Hyster-Yale Materials Handling in Q4 2013 and held it in 10 quarters.
D'Orazio & Associates's Hyster-Yale Materials Handling position peaked at $29K in Q1 2014.
128 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2016.

Based on D'Orazio & Associates's 13F filing for Q2 2016, filed 9 Aug 2016.