RA
HI

Rational Advisors’s Hillenbrand HI Stock Holding History

Rational Advisors’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
2016
Q2 		– Sell
-24,000
Closed -$719K – 227
2016
Q1 		$719K Buy
+24,000
New +$662K 0.47% 52
2015
Q3 		$741K Buy
+28,500
New +$789K 0.3% 114

Other funds holding HI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rational Advisors's HI Position: Q2 2016 in Review

Rational Advisors sold out of Hillenbrand (HI) in Q2 2016, closing a stake of 24,000 shares — an estimated $719K sold.

Rational Advisors first reported a position in HI in Q3 2015 and held it in 2 quarters. The position peaked at $741K in Q3 2015. 195 funds tracked by Wall St. Rank hold HI as of Q2 2016.

  • Rational Advisors reported no remaining Hillenbrand position as of Q2 2016 after selling out during the quarter.
  • Rational Advisors sold 24,000 Hillenbrand shares in Q2 2016, an estimated $719K.
  • Rational Advisors first reported a position in Hillenbrand in Q3 2015 and held it in 2 quarters.
  • Rational Advisors's Hillenbrand position peaked at $741K in Q3 2015.
  • 195 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.