GWA
HI

Guidant Wealth Advisors’s Hillenbrand HI Stock Holding History

Guidant Wealth Advisors’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
Q4 		– Sell
-100
Closed -$5K – 264
2018
Q3 		$5K Hold
100
– – ﹤0.01% 165
2018
Q2 		$4K Hold
100
– – ﹤0.01% 173
2018
Q1 		$4K Hold
100
– – ﹤0.01% 171
2017
Q4 		$4K Buy
+100
New +$4.19K ﹤0.01% 174

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Guidant Wealth Advisors's HI Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of Hillenbrand (HI) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Guidant Wealth Advisors first reported a position in HI in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 262 funds tracked by Wall St. Rank hold HI as of Q4 2018.

  • Guidant Wealth Advisors reported no remaining Hillenbrand position as of Q4 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 100 Hillenbrand shares in Q4 2018, an estimated $5K.
  • Guidant Wealth Advisors first reported a position in Hillenbrand in Q4 2017 and held it in 4 quarters.
  • Guidant Wealth Advisors's Hillenbrand position peaked at $5K in Q3 2018.
  • 262 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.