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Hoxton Financial’s Hyster-Yale Materials Handling HY Stock Holding History

Hoxton Financial’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
2014
Q1 		– Sell
-23
Closed -$2K – 466
2013
Q4 		$2K Buy
23
+6
+35% +$523 ﹤0.01% 630
2013
Q3 		$2K Buy
17
+7
+70% +$536 ﹤0.01% 388
2013
Q2 		$1K Buy
+10
New +$588 ﹤0.01% 616

Other funds holding HY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hoxton Financial's HY Position: Q1 2014 in Review

Hoxton Financial sold out of Hyster-Yale Materials Handling (HY) in Q1 2014, closing a stake of 23 shares — an estimated $2K sold.

Hoxton Financial first reported a position in HY in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 158 funds tracked by Wall St. Rank hold HY as of Q1 2014.

  • Hoxton Financial reported no remaining Hyster-Yale Materials Handling position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 23 Hyster-Yale Materials Handling shares in Q1 2014, an estimated $2K.
  • Hoxton Financial first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 3 quarters.
  • Hoxton Financial's Hyster-Yale Materials Handling position peaked at $2K in Q4 2013.
  • 158 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.