Private Trust Company’s Hyster-Yale Materials Handling HY Stock Holding History

Private Trust Company’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
2014 Q4	–	Sell	-4	Closed	–	–	691
2014 Q3	$0	Hold	4	–	–	﹤0.01%	1970
2014 Q2	$0	Buy	4 +1	+33%	+$91	﹤0.01%	1975
2014 Q1	$0	Sell	3 -5	-63%	-$470	﹤0.01%	1844
2013 Q4	$1K	Hold	8	–	–	﹤0.01%	1633
2013 Q3	$1K	Hold	8	–	–	﹤0.01%	1579
2013 Q2	$1K	Buy	+8	New	+$470	﹤0.01%	1524

Other funds holding HY

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Private Trust Company's HY Position: Q4 2014 in Review

Private Trust Company sold out of Hyster-Yale Materials Handling (HY) in Q4 2014, closing a stake of 4 shares.

Private Trust Company first reported a position in HY in Q2 2013 and held it in 6 quarters. The position peaked at $1K in Q4 2013. 159 funds tracked by Wall St. Rank hold HY as of Q4 2014.

Private Trust Company reported no remaining Hyster-Yale Materials Handling position as of Q4 2014 after selling out during the quarter.
Private Trust Company sold 4 Hyster-Yale Materials Handling shares in Q4 2014.
Private Trust Company first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 6 quarters.
Private Trust Company's Hyster-Yale Materials Handling position peaked at $1K in Q4 2013.
159 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.