Invictus RG’s Hyster-Yale Materials Handling HY Stock Holding History

Invictus RG’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
2017 Q4	–	Sell	-296	Closed	-$23K	–	360
2017 Q3	$23K	Buy	+296	New	+$20.8K	0.02%	416

Other funds holding HY

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.24B AUM 31.81% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invictus RG's HY Position: Q4 2017 in Review

Invictus RG sold out of Hyster-Yale Materials Handling (HY) in Q4 2017, closing a stake of 296 shares — an estimated $23K sold.

Invictus RG first reported a position in HY in Q3 2017 and held it in 1 quarter. The position peaked at $23K in Q3 2017. 150 funds tracked by Wall St. Rank hold HY as of Q4 2017.

Invictus RG reported no remaining Hyster-Yale Materials Handling position as of Q4 2017 after selling out during the quarter.
Invictus RG sold 296 Hyster-Yale Materials Handling shares in Q4 2017, an estimated $23K.
Invictus RG first reported a position in Hyster-Yale Materials Handling in Q3 2017 and held it in 1 quarter.
Invictus RG's Hyster-Yale Materials Handling position peaked at $23K in Q3 2017.
150 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.