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Piedmont Investment Advisors’s Hamilton Beach Brands HBB Stock Holding History

Piedmont Investment Advisors’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-112
Closed -$3K – 1567
2018
Q2 		$3K Buy
+112
New +$2.9K ﹤0.01% 2382

Other funds holding HBB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Piedmont Investment Advisors's HBB Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Hamilton Beach Brands (HBB) in Q3 2018, closing a stake of 112 shares — an estimated $3K sold.

Piedmont Investment Advisors first reported a position in HBB in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 76 funds tracked by Wall St. Rank hold HBB as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Hamilton Beach Brands position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 112 Hamilton Beach Brands shares in Q3 2018, an estimated $3K.
  • Piedmont Investment Advisors first reported a position in Hamilton Beach Brands in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Hamilton Beach Brands position peaked at $3K in Q2 2018.
  • 76 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.