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Salem Investment Counselors’s Hyster-Yale Materials Handling HY Stock Holding History

Salem Investment Counselors’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
Q1 		– Sell
-9,900
Closed -$922K – 296
2013
Q4 		$922K Hold
9,900
– – 0.12% 146
2013
Q3 		$888K Hold
9,900
– – 0.12% 146
2013
Q2 		$622K Buy
+9,900
New +$582K 0.09% 161

Other funds holding HY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Salem Investment Counselors's HY Position: Q1 2014 in Review

Salem Investment Counselors sold out of Hyster-Yale Materials Handling (HY) in Q1 2014, closing a stake of 9,900 shares — an estimated $922K sold.

Salem Investment Counselors first reported a position in HY in Q2 2013 and held it in 3 quarters. The position peaked at $922K in Q4 2013. 158 funds tracked by Wall St. Rank hold HY as of Q1 2014.

  • Salem Investment Counselors reported no remaining Hyster-Yale Materials Handling position as of Q1 2014 after selling out during the quarter.
  • Salem Investment Counselors sold 9,900 Hyster-Yale Materials Handling shares in Q1 2014, an estimated $922K.
  • Salem Investment Counselors first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 3 quarters.
  • Salem Investment Counselors's Hyster-Yale Materials Handling position peaked at $922K in Q4 2013.
  • 158 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2014.

Based on Salem Investment Counselors's 13F filing for Q1 2014, filed 15 May 2014.