Stratos Wealth Partners’s Hillenbrand HI Stock Holding History

Stratos Wealth Partners’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
2018 Q4	–	Sell	-724	Closed	-$38K	–	1534
2018 Q3	$38K	Buy	+724	New	+$36.8K	﹤0.01%	1582
2018 Q2	–	Sell	-497	Closed	-$23K	–	1660
2018 Q1	$23K	Hold	497	–	–	﹤0.01%	1964
2017 Q4	$22K	Buy	+497	New	+$20.8K	﹤0.01%	1870

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Stratos Wealth Partners's HI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Hillenbrand (HI) in Q4 2018, closing a stake of 724 shares — an estimated $38K sold.

Stratos Wealth Partners first reported a position in HI in Q4 2017 and held it in 3 quarters. The position peaked at $38K in Q3 2018. 262 funds tracked by Wall St. Rank hold HI as of Q4 2018.

Stratos Wealth Partners reported no remaining Hillenbrand position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 724 Hillenbrand shares in Q4 2018, an estimated $38K.
Stratos Wealth Partners first reported a position in Hillenbrand in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Hillenbrand position peaked at $38K in Q3 2018.
262 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.