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Freestone Capital Holdings’s Hyster-Yale Materials Handling HY Stock Holding History

Freestone Capital Holdings’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
2013
Q4 		– Sell
-10,563
Closed -$451K – 336
2013
Q3 		$451K Buy
+10,563
New +$809K 0.08% 235

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Vanguard Group
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Northern Trust
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BIT
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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
WC
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JP Morgan Chase
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Freestone Capital Holdings's HY Position: Q4 2013 in Review

Freestone Capital Holdings sold out of Hyster-Yale Materials Handling (HY) in Q4 2013, closing a stake of 10,563 shares — an estimated $451K sold.

Freestone Capital Holdings first reported a position in HY in Q3 2013 and held it in 1 quarter. The position peaked at $451K in Q3 2013. 154 funds tracked by Wall St. Rank hold HY as of Q4 2013.

  • Freestone Capital Holdings reported no remaining Hyster-Yale Materials Handling position as of Q4 2013 after selling out during the quarter.
  • Freestone Capital Holdings sold 10,563 Hyster-Yale Materials Handling shares in Q4 2013, an estimated $451K.
  • Freestone Capital Holdings first reported a position in Hyster-Yale Materials Handling in Q3 2013 and held it in 1 quarter.
  • Freestone Capital Holdings's Hyster-Yale Materials Handling position peaked at $451K in Q3 2013.
  • 154 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2013.

Based on Freestone Capital Holdings's 13F filing for Q4 2013, filed 13 Feb 2014.