Legacy Advisors’s Hillenbrand HI Stock Holding History

Legacy 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 Q3	–	Sell	-500	Closed	-$20K	–	199
2019 Q2	$20K	Hold	500	–	–	0.01%	257
2019 Q1	$21K	Buy	+500	New	+$21.1K	0.01%	272
2018 Q4	–	Sell	-500	Closed	-$26K	–	228
2018 Q3	$26K	Hold	500	–	–	0.01%	279
2018 Q2	$24K	Hold	500	–	–	0.02%	245
2018 Q1	$23K	Hold	500	–	–	0.02%	205
2017 Q4	$22K	Hold	500	–	–	0.02%	180
2017 Q3	$19K	Hold	500	–	–	0.02%	167
2017 Q2	$18K	Hold	500	–	–	0.02%	139
2017 Q1	$17K	Hold	500	–	–	0.02%	134
2016 Q4	$19K	Buy	+500	New	+$16.9K	0.03%	146

Other funds holding HI

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Legacy Advisors's HI Position: Q3 2019 in Review

Legacy Advisors sold out of Hillenbrand (HI) in Q3 2019, closing a stake of 500 shares — an estimated $20K sold.

Legacy Advisors first reported a position in HI in Q4 2016 and held it in 10 quarters. The position peaked at $26K in Q3 2018. 266 funds tracked by Wall St. Rank hold HI as of Q3 2019.

Legacy Advisors reported no remaining Hillenbrand position as of Q3 2019 after selling out during the quarter.
Legacy Advisors sold 500 Hillenbrand shares in Q3 2019, an estimated $20K.
Legacy Advisors first reported a position in Hillenbrand in Q4 2016 and held it in 10 quarters.
Legacy Advisors's Hillenbrand position peaked at $26K in Q3 2018.
266 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.