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Fieldpoint Private Securities’s Hyster-Yale Materials Handling HY Stock Holding History

Fieldpoint Private Securities’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
2019
Q3 		– Sell
-326
Closed -$18K – 711
2019
Q2 		$18K Buy
+326
New +$18.2K 0.01% 545
2017
Q4 		– Sell
-345
Closed -$26K – 474
2017
Q3 		$26K Buy
+345
New +$24.2K 0.01% 485

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fieldpoint Private Securities's HY Position: Q3 2019 in Review

Fieldpoint Private Securities sold out of Hyster-Yale Materials Handling (HY) in Q3 2019, closing a stake of 326 shares — an estimated $18K sold.

Fieldpoint Private Securities first reported a position in HY in Q3 2017 and held it in 2 quarters. The position peaked at $26K in Q3 2017. 126 funds tracked by Wall St. Rank hold HY as of Q3 2019.

  • Fieldpoint Private Securities reported no remaining Hyster-Yale Materials Handling position as of Q3 2019 after selling out during the quarter.
  • Fieldpoint Private Securities sold 326 Hyster-Yale Materials Handling shares in Q3 2019, an estimated $18K.
  • Fieldpoint Private Securities first reported a position in Hyster-Yale Materials Handling in Q3 2017 and held it in 2 quarters.
  • Fieldpoint Private Securities's Hyster-Yale Materials Handling position peaked at $26K in Q3 2017.
  • 126 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2019.

Based on Fieldpoint Private Securities's 13F filing for Q3 2019, filed 7 Nov 2019.