Envestnet Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Envestnet Asset Management’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
2018 Q3	–	Sell	-24	Closed	-$2K	–	1871
2018 Q2	$2K	Hold	24	–	–	﹤0.01%	2735
2018 Q1	$2K	Buy	24 +8	+50%	+$633	﹤0.01%	2703
2017 Q4	$1K	Buy	+16	New	+$1.32K	﹤0.01%	2908
2017 Q2	–	Sell	-1,163	Closed	-$66K	–	3080
2017 Q1	$66K	Sell	1,163 -44	-4%	-$2.67K	﹤0.01%	2323
2016 Q4	$77K	Sell	1,207 -467	-28%	-$28.8K	﹤0.01%	2285
2016 Q3	$101K	Sell	1,674 -128	-7%	-$7.25K	﹤0.01%	2307
2016 Q2	$107K	Sell	1,802 -246	-12%	-$15.4K	﹤0.01%	2393
2016 Q1	$136K	Sell	2,048 -266	-11%	-$15.1K	﹤0.01%	2265
2015 Q4	$121K	Sell	2,314 -328	-12%	-$18.8K	﹤0.01%	2291
2015 Q3	$153K	Buy	+2,642	New	+$169K	﹤0.01%	2150
2015 Q1	–	Sell	-181	Closed	-$13K	–	2212
2014 Q4	$13K	Sell	181 -111	-38%	-$8.27K	﹤0.01%	1885
2014 Q3	$21K	Buy	+292	New	+$23.3K	﹤0.01%	1861

Other funds holding HY

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Envestnet Asset Management's HY Position: Q3 2018 in Review

Envestnet Asset Management sold out of Hyster-Yale Materials Handling (HY) in Q3 2018, closing a stake of 24 shares — an estimated $2K sold.

Envestnet Asset Management first reported a position in HY in Q3 2014 and held it in 12 quarters. The position peaked at $153K in Q3 2015. 134 funds tracked by Wall St. Rank hold HY as of Q3 2018.

Envestnet Asset Management reported no remaining Hyster-Yale Materials Handling position as of Q3 2018 after selling out during the quarter.
Envestnet Asset Management sold 24 Hyster-Yale Materials Handling shares in Q3 2018, an estimated $2K.
Envestnet Asset Management first reported a position in Hyster-Yale Materials Handling in Q3 2014 and held it in 12 quarters.
Envestnet Asset Management's Hyster-Yale Materials Handling position peaked at $153K in Q3 2015.
134 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.