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Nationwide Fund Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Nationwide Fund Advisors’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
-63,274
Closed -$4.84M – 970
2017
Q3 		$4.84M Buy
63,274
+13,948
+28% +$979K 0.02% 1032
2017
Q2 		$3.46M Buy
49,326
+18,592
+60% +$1.27M 0.01% 1182
2017
Q1 		$1.73M Sell
30,734
-1,632
-5% -$98.9K 0.01% 1477
2016
Q4 		$2.06M Sell
32,366
-654
-2% -$40.3K 0.01% 1400
2016
Q3 		$1.99M Sell
33,020
-4,500
-12% -$255K 0.01% 1395
2016
Q2 		$2.23M Sell
37,520
-500
-1% -$31.4K 0.01% 1308
2016
Q1 		$2.53M Sell
38,020
-182
-0.5% -$10.3K 0.01% 1240
2015
Q4 		$2M Buy
38,202
+20,371
+114% +$1.17M 0.01% 1360
2015
Q3 		$1.03M Hold
17,831
– – ﹤0.01% 1710
2015
Q2 		$1.24M Sell
17,831
-2,683
-13% -$195K 0.01% 1737
2015
Q1 		$1.5M Sell
20,514
-456
-2% -$30.8K 0.01% 1661
2014
Q4 		$1.53M Sell
20,970
-911
-4% -$67.8K 0.01% 1566
2014
Q3 		$1.57M Sell
21,881
-3
-0% -$239 0.01% 1575
2014
Q2 		$1.94M Sell
21,884
-1,039
-5% -$94.3K 0.01% 1484
2014
Q1 		$2.23M Sell
22,923
-324
-1% -$30.4K 0.01% 1294
2013
Q4 		$2.17M Sell
23,247
-5,615
-19% -$489K 0.01% 1409
2013
Q3 		$2.59M Buy
28,862
+4,840
+20% +$371K 0.01% 1276
2013
Q2 		$1.51M Buy
+24,022
New +$1.41M 0.01% 1467

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nationwide Fund Advisors's HY Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Hyster-Yale Materials Handling (HY) in Q4 2017, closing a stake of 63,274 shares — an estimated $4.84M sold.

Nationwide Fund Advisors first reported a position in HY in Q2 2013 and held it in 18 quarters. The position peaked at $4.84M in Q3 2017. 150 funds tracked by Wall St. Rank hold HY as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Hyster-Yale Materials Handling position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 63,274 Hyster-Yale Materials Handling shares in Q4 2017, an estimated $4.84M.
  • Nationwide Fund Advisors first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Hyster-Yale Materials Handling position peaked at $4.84M in Q3 2017.
  • 150 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.