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Taylor Hoffman Wealth Management’s Hyster-Yale Materials Handling HY Stock Holding History

Taylor Hoffman Wealth 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
2018
Q2 		– Sell
-4,758
Closed -$333K – 415
2018
Q1 		$333K Buy
4,758
+170
+4% +$13.4K 0.3% 80
2017
Q4 		$391K Buy
+4,588
New +$377K 0.37% 74

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Taylor Hoffman Wealth Management's HY Position: Q2 2018 in Review

Taylor Hoffman Wealth Management sold out of Hyster-Yale Materials Handling (HY) in Q2 2018, closing a stake of 4,758 shares — an estimated $333K sold.

Taylor Hoffman Wealth Management first reported a position in HY in Q4 2017 and held it in 2 quarters. The position peaked at $391K in Q4 2017. 142 funds tracked by Wall St. Rank hold HY as of Q2 2018.

  • Taylor Hoffman Wealth Management reported no remaining Hyster-Yale Materials Handling position as of Q2 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 4,758 Hyster-Yale Materials Handling shares in Q2 2018, an estimated $333K.
  • Taylor Hoffman Wealth Management first reported a position in Hyster-Yale Materials Handling in Q4 2017 and held it in 2 quarters.
  • Taylor Hoffman Wealth Management's Hyster-Yale Materials Handling position peaked at $391K in Q4 2017.
  • 142 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.