FPFS
HI

First Personal Financial Services’s Hillenbrand HI Stock Holding History

First Personal Financial Services’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-188
Closed -$9K – 779
2018
Q1 		$9K Buy
+188
New +$8.47K ﹤0.01% 808

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Personal Financial Services's HI Position: Q2 2018 in Review

First Personal Financial Services sold out of Hillenbrand (HI) in Q2 2018, closing a stake of 188 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in HI in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 276 funds tracked by Wall St. Rank hold HI as of Q2 2018.

  • First Personal Financial Services reported no remaining Hillenbrand position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 188 Hillenbrand shares in Q2 2018, an estimated $9K.
  • First Personal Financial Services first reported a position in Hillenbrand in Q1 2018 and held it in 1 quarter.
  • First Personal Financial Services's Hillenbrand position peaked at $9K in Q1 2018.
  • 276 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.