Summit Trail Advisors’s Hillenbrand HI Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-8	Closed	–	–	958
2017 Q4	$0	Buy	+8	New	+$335	﹤0.01%	2021

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

CCP

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

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Summit Trail Advisors's HI Position: Q1 2018 in Review

Summit Trail Advisors sold out of Hillenbrand (HI) in Q1 2018, closing a stake of 8 shares.

Summit Trail Advisors first reported a position in HI in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 281 funds tracked by Wall St. Rank hold HI as of Q1 2018.

Summit Trail Advisors reported no remaining Hillenbrand position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 8 Hillenbrand shares in Q1 2018.
Summit Trail Advisors first reported a position in Hillenbrand in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Hillenbrand position peaked at $0 in Q4 2017.
281 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.