JMPWA
HI

JP Morgan Private Wealth Advisors’s Hillenbrand HI Stock Holding History

JP Morgan Private 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
2017
Q2 		– Sell
-5,785
Closed -$207K – 1276
2017
Q1 		$207K Sell
5,785
-1,220
-17% -$45K ﹤0.01% 1229
2016
Q4 		$269K Sell
7,005
-84
-1% -$2.84K ﹤0.01% 1049
2016
Q3 		$225K Sell
7,089
-497
-7% -$15.8K ﹤0.01% 1096
2016
Q2 		$228K Buy
7,586
+471
+7% +$14.3K ﹤0.01% 1106
2016
Q1 		$214K Buy
+7,115
New +$196K ﹤0.01% 1054
2015
Q4 		– Sell
-8,755
Closed -$228K – 1182
2015
Q3 		$228K Sell
8,755
-195
-2% -$5.39K ﹤0.01% 895
2015
Q2 		$275K Buy
8,950
+145
+2% +$4.48K ﹤0.01% 877
2015
Q1 		$272K Sell
8,805
-4,120
-32% -$129K ﹤0.01% 927
2014
Q4 		$446K Hold
12,925
– – 0.01% 752
2014
Q3 		$399K Buy
12,925
+75
+0.6% +$2.4K 0.01% 762
2014
Q2 		$419K Sell
12,850
-1,710
-12% -$52.8K 0.01% 617
2014
Q1 		$471K Buy
+14,560
New +$431K 0.01% 581

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HI Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Hillenbrand (HI) in Q2 2017, closing a stake of 5,785 shares — an estimated $207K sold.

JP Morgan Private Wealth Advisors first reported a position in HI in Q1 2014 and held it in 12 quarters. The position peaked at $471K in Q1 2014. 217 funds tracked by Wall St. Rank hold HI as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Hillenbrand position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,785 Hillenbrand shares in Q2 2017, an estimated $207K.
  • JP Morgan Private Wealth Advisors first reported a position in Hillenbrand in Q1 2014 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Hillenbrand position peaked at $471K in Q1 2014.
  • 217 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.