IWA
HI

Intercontinental Wealth Advisors’s Hillenbrand HI Stock Holding History

Intercontinental 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
2019
Q2 		– Sell
-1,095
Closed -$45K – 414
2019
Q1 		$45K Hold
1,095
– – 0.02% 231
2018
Q4 		$42K Buy
+1,095
New +$50K 0.02% 230

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Intercontinental Wealth Advisors's HI Position: Q2 2019 in Review

Intercontinental Wealth Advisors sold out of Hillenbrand (HI) in Q2 2019, closing a stake of 1,095 shares — an estimated $45K sold.

Intercontinental Wealth Advisors first reported a position in HI in Q4 2018 and held it in 2 quarters. The position peaked at $45K in Q1 2019. 257 funds tracked by Wall St. Rank hold HI as of Q2 2019.

  • Intercontinental Wealth Advisors reported no remaining Hillenbrand position as of Q2 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,095 Hillenbrand shares in Q2 2019, an estimated $45K.
  • Intercontinental Wealth Advisors first reported a position in Hillenbrand in Q4 2018 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Hillenbrand position peaked at $45K in Q1 2019.
  • 257 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2019, filed 2 Aug 2019.