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Oppenheimer Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Oppenheimer Asset 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
2017
Q4 		– Sell
-32
Closed -$2K – 1250
2017
Q3 		$2K Hold
32
– – ﹤0.01% 1623
2017
Q2 		$2K Hold
32
– – ﹤0.01% 1620
2017
Q1 		$2K Buy
+32
New +$1.94K ﹤0.01% 1638

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

Oppenheimer Asset Management's HY Position: Q4 2017 in Review

Oppenheimer Asset Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2017, closing a stake of 32 shares — an estimated $2K sold.

Oppenheimer Asset Management first reported a position in HY in Q1 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2017. 150 funds tracked by Wall St. Rank hold HY as of Q4 2017.

  • Oppenheimer Asset Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2017 after selling out during the quarter.
  • Oppenheimer Asset Management sold 32 Hyster-Yale Materials Handling shares in Q4 2017, an estimated $2K.
  • Oppenheimer Asset Management first reported a position in Hyster-Yale Materials Handling in Q1 2017 and held it in 3 quarters.
  • Oppenheimer Asset Management's Hyster-Yale Materials Handling position peaked at $2K in Q3 2017.
  • 150 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2017.

Based on Oppenheimer Asset Management's 13F filing for Q4 2017, filed 7 Feb 2018.