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Plante Moran Financial Advisors’s Hamilton Beach Brands HBB Stock Holding History

Plante Moran Financial 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
2019
Q1 		– Sell
-37
Closed -$1K – 847
2018
Q4 		$1K Buy
+37
New +$796 ﹤0.01% 799

Other funds holding HBB

ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Plante Moran Financial Advisors's HBB Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of Hamilton Beach Brands (HBB) in Q1 2019, closing a stake of 37 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in HBB in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 74 funds tracked by Wall St. Rank hold HBB as of Q1 2019.

  • Plante Moran Financial Advisors reported no remaining Hamilton Beach Brands position as of Q1 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 37 Hamilton Beach Brands shares in Q1 2019, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Hamilton Beach Brands in Q4 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Hamilton Beach Brands position peaked at $1K in Q4 2018.
  • 74 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.