Formidable Asset Management’s Hillenbrand HI Stock Holding History

Formidable Asset Management’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
2016 Q2	–	Sell	-1,200	Closed	-$36K	–	275
2016 Q1	$36K	Buy	1,200 +5	+0.4%	+$138	0.03%	237
2015 Q4	$34K	Buy	1,195 +5	+0.4%	+$147	0.02%	256
2015 Q3	$30K	Buy	1,190 +6	+0.5%	+$166	0.02%	275
2015 Q2	$36K	Buy	1,184 +5	+0.4%	+$154	0.02%	243
2015 Q1	$38K	Buy	1,179 +5	+0.4%	+$157	0.03%	233
2014 Q4	$40K	Buy	1,174 +5	+0.4%	+$163	0.03%	218
2014 Q3	$39K	Buy	1,169 +5	+0.4%	+$160	0.03%	214
2014 Q2	$38K	Buy	1,164 +4	+0.3%	+$123	0.02%	232
2014 Q1	$35K	Buy	1,160 +5	+0.4%	+$148	0.02%	218
2013 Q4	$32K	Buy	1,155 +5	+0.4%	+$142	0.02%	235
2013 Q3	$32K	Buy	+1,150	New	+$29.1K	0.03%	202

Other funds holding HI

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Formidable Asset Management's HI Position: Q2 2016 in Review

Formidable Asset Management sold out of Hillenbrand (HI) in Q2 2016, closing a stake of 1,200 shares — an estimated $36K sold.

Formidable Asset Management first reported a position in HI in Q3 2013 and held it in 11 quarters. The position peaked at $40K in Q4 2014. 195 funds tracked by Wall St. Rank hold HI as of Q2 2016.

Formidable Asset Management reported no remaining Hillenbrand position as of Q2 2016 after selling out during the quarter.
Formidable Asset Management sold 1,200 Hillenbrand shares in Q2 2016, an estimated $36K.
Formidable Asset Management first reported a position in Hillenbrand in Q3 2013 and held it in 11 quarters.
Formidable Asset Management's Hillenbrand position peaked at $40K in Q4 2014.
195 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.