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FDx Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

FDx Advisors’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
2017
Q3 		– Sell
-3,220
Closed -$226K – 1275
2017
Q2 		$226K Buy
+3,220
New +$219K 0.01% 1094

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FDx Advisors's HY Position: Q3 2017 in Review

FDx Advisors sold out of Hyster-Yale Materials Handling (HY) in Q3 2017, closing a stake of 3,220 shares — an estimated $226K sold.

FDx Advisors first reported a position in HY in Q2 2017 and held it in 1 quarter. The position peaked at $226K in Q2 2017. 149 funds tracked by Wall St. Rank hold HY as of Q3 2017.

  • FDx Advisors reported no remaining Hyster-Yale Materials Handling position as of Q3 2017 after selling out during the quarter.
  • FDx Advisors sold 3,220 Hyster-Yale Materials Handling shares in Q3 2017, an estimated $226K.
  • FDx Advisors first reported a position in Hyster-Yale Materials Handling in Q2 2017 and held it in 1 quarter.
  • FDx Advisors's Hyster-Yale Materials Handling position peaked at $226K in Q2 2017.
  • 149 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.