RIA
HI

Regal Investment Advisors’s Hillenbrand HI Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-855
Closed -$22K – 527
2015
Q3 		$22K Hold
855
– – 0.01% 546
2015
Q2 		$26K Hold
855
– – 0.01% 517
2015
Q1 		$26K Buy
855
+280
+49% +$8.8K 0.01% 525
2014
Q4 		$20K Buy
+575
New +$18.7K 0.01% 529

Other funds holding HI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regal Investment Advisors's HI Position: Q4 2015 in Review

Regal Investment Advisors sold out of Hillenbrand (HI) in Q4 2015, closing a stake of 855 shares — an estimated $22K sold.

Regal Investment Advisors first reported a position in HI in Q4 2014 and held it in 4 quarters. The position peaked at $26K in Q2 2015. 193 funds tracked by Wall St. Rank hold HI as of Q4 2015.

  • Regal Investment Advisors reported no remaining Hillenbrand position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 855 Hillenbrand shares in Q4 2015, an estimated $22K.
  • Regal Investment Advisors first reported a position in Hillenbrand in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Hillenbrand position peaked at $26K in Q2 2015.
  • 193 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.