Smith Group Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Smith Group Asset Management’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 Q1	–	Sell	-132	Closed	-$10K	–	433
2014 Q4	$10K	Sell	132 -9,200	-99%	-$685K	﹤0.01%	377
2014 Q3	$668K	Buy	9,332 +3,903	+72%	+$311K	0.02%	189
2014 Q2	$481K	Buy	5,429 +5,297	+4,013%	+$481K	0.02%	197
2014 Q1	$13K	Hold	132	–	–	﹤0.01%	311
2013 Q4	$12K	Hold	132	–	–	﹤0.01%	305
2013 Q3	$12K	Buy	+132	New	+$10.1K	﹤0.01%	321

Other funds holding HY

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BFA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

DIA

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

Smith Group Asset Management's HY Position: Q1 2015 in Review

Smith Group Asset Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2015, closing a stake of 132 shares — an estimated $10K sold.

Smith Group Asset Management first reported a position in HY in Q3 2013 and held it in 6 quarters. The position peaked at $668K in Q3 2014. 159 funds tracked by Wall St. Rank hold HY as of Q1 2015.

Smith Group Asset Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2015 after selling out during the quarter.
Smith Group Asset Management sold 132 Hyster-Yale Materials Handling shares in Q1 2015, an estimated $10K.
Smith Group Asset Management first reported a position in Hyster-Yale Materials Handling in Q3 2013 and held it in 6 quarters.
Smith Group Asset Management's Hyster-Yale Materials Handling position peaked at $668K in Q3 2014.
159 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2015.

Based on Smith Group Asset Management's 13F filing for Q1 2015, filed 29 Apr 2015.