PFS
HI

Physicians Financial Services’s Hillenbrand HI Stock Holding History

Physicians Financial Services’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
-200
Closed -$7K – 180
2016
Q4 		$7K Hold
200
– – 0.01% 253
2016
Q3 		$6K Hold
200
– – 0.01% 252
2016
Q2 		$6K Hold
200
– – 0.01% 249
2016
Q1 		$6K Hold
200
– – 0.01% 245
2015
Q4 		$6K Buy
+200
New +$5.87K 0.01% 254

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

Physicians Financial Services's HI Position: Q1 2017 in Review

Physicians Financial Services sold out of Hillenbrand (HI) in Q1 2017, closing a stake of 200 shares — an estimated $7K sold.

Physicians Financial Services first reported a position in HI in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q4 2016. 205 funds tracked by Wall St. Rank hold HI as of Q1 2017.

  • Physicians Financial Services reported no remaining Hillenbrand position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 200 Hillenbrand shares in Q1 2017, an estimated $7K.
  • Physicians Financial Services first reported a position in Hillenbrand in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Hillenbrand position peaked at $7K in Q4 2016.
  • 205 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.