PWM
HI

Perigon Wealth Management’s Hillenbrand HI Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-336
Closed -$12K – 651
2016
Q4 		$12K Buy
+336
New +$11.3K ﹤0.01% 538

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Perigon Wealth Management's HI Position: Q1 2017 in Review

Perigon Wealth Management sold out of Hillenbrand (HI) in Q1 2017, closing a stake of 336 shares — an estimated $12K sold.

Perigon Wealth Management first reported a position in HI in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 205 funds tracked by Wall St. Rank hold HI as of Q1 2017.

  • Perigon Wealth Management reported no remaining Hillenbrand position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 336 Hillenbrand shares in Q1 2017, an estimated $12K.
  • Perigon Wealth Management first reported a position in Hillenbrand in Q4 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Hillenbrand position peaked at $12K in Q4 2016.
  • 205 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.