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LBA Wealth Management’s Hyster-Yale Materials Handling HY Stock Holding History

LBA Wealth Management’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
-114
Closed -$8K – 338
2014
Q3 		$8K Buy
+114
New +$9.08K 0.01% 293

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
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

LBA Wealth Management's HY Position: Q4 2014 in Review

LBA Wealth Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2014, closing a stake of 114 shares — an estimated $8K sold.

LBA Wealth Management first reported a position in HY in Q3 2014 and held it in 1 quarter. The position peaked at $8K in Q3 2014. 159 funds tracked by Wall St. Rank hold HY as of Q4 2014.

  • LBA Wealth Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 114 Hyster-Yale Materials Handling shares in Q4 2014, an estimated $8K.
  • LBA Wealth Management first reported a position in Hyster-Yale Materials Handling in Q3 2014 and held it in 1 quarter.
  • LBA Wealth Management's Hyster-Yale Materials Handling position peaked at $8K in Q3 2014.
  • 159 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.