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Ferguson Wellman Capital Management’s Hyster-Yale Materials Handling HY Stock Holding History

Ferguson Wellman Capital 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
2014
Q1 		– Sell
-2,730
Closed -$254K – 316
2013
Q4 		$254K Sell
2,730
-140
-5% -$12.2K 0.01% 284
2013
Q3 		$257K Buy
+2,870
New +$220K 0.01% 268

Other funds holding HY

PNC Financial Services Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ferguson Wellman Capital Management's HY Position: Q1 2014 in Review

Ferguson Wellman Capital Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2014, closing a stake of 2,730 shares — an estimated $254K sold.

Ferguson Wellman Capital Management first reported a position in HY in Q3 2013 and held it in 2 quarters. The position peaked at $257K in Q3 2013. 158 funds tracked by Wall St. Rank hold HY as of Q1 2014.

  • Ferguson Wellman Capital Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2014 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 2,730 Hyster-Yale Materials Handling shares in Q1 2014, an estimated $254K.
  • Ferguson Wellman Capital Management first reported a position in Hyster-Yale Materials Handling in Q3 2013 and held it in 2 quarters.
  • Ferguson Wellman Capital Management's Hyster-Yale Materials Handling position peaked at $257K in Q3 2013.
  • 158 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2014.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2014, filed 25 Apr 2014.