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Index Management Solutions’s Hyster-Yale Materials Handling HY Stock Holding History

Index Management Solutions’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
Q4 		– Sell
-2,077
Closed -$149K – 885
2014
Q3 		$149K Buy
2,077
+900
+76% +$71.7K 0.02% 735
2014
Q2 		$104K Buy
1,177
+817
+227% +$74.1K 0.01% 743
2014
Q1 		$35K Buy
+360
New +$33.8K 0.01% 1001

Other funds holding HY

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Index Management Solutions's HY Position: Q4 2014 in Review

Index Management Solutions sold out of Hyster-Yale Materials Handling (HY) in Q4 2014, closing a stake of 2,077 shares — an estimated $149K sold.

Index Management Solutions first reported a position in HY in Q1 2014 and held it in 3 quarters. The position peaked at $149K in Q3 2014. 159 funds tracked by Wall St. Rank hold HY as of Q4 2014.

  • Index Management Solutions reported no remaining Hyster-Yale Materials Handling position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 2,077 Hyster-Yale Materials Handling shares in Q4 2014, an estimated $149K.
  • Index Management Solutions first reported a position in Hyster-Yale Materials Handling in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Hyster-Yale Materials Handling position peaked at $149K in Q3 2014.
  • 159 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.