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Ruggie Capital Group’s Hyster-Yale Materials Handling HY Stock Holding History

Ruggie Capital Group’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
2015
Q4 		– Sell
-18
Closed -$1K – 73
2015
Q3 		$1K Hold
18
– – ﹤0.01% 213
2015
Q2 		$1K Buy
+18
New +$1.31K ﹤0.01% 311

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ruggie Capital Group's HY Position: Q4 2015 in Review

Ruggie Capital Group sold out of Hyster-Yale Materials Handling (HY) in Q4 2015, closing a stake of 18 shares — an estimated $1K sold.

Ruggie Capital Group first reported a position in HY in Q2 2015 and held it in 2 quarters. The position peaked at $1K in Q3 2015. 131 funds tracked by Wall St. Rank hold HY as of Q4 2015.

  • Ruggie Capital Group reported no remaining Hyster-Yale Materials Handling position as of Q4 2015 after selling out during the quarter.
  • Ruggie Capital Group sold 18 Hyster-Yale Materials Handling shares in Q4 2015, an estimated $1K.
  • Ruggie Capital Group first reported a position in Hyster-Yale Materials Handling in Q2 2015 and held it in 2 quarters.
  • Ruggie Capital Group's Hyster-Yale Materials Handling position peaked at $1K in Q3 2015.
  • 131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2015.

Based on Ruggie Capital Group's 13F filing for Q4 2015, filed 16 Feb 2016.