Transform Wealth’s Hillenbrand HI Stock Holding History

Transform Wealth’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	-82,600	Closed	-$4.32M	–	187
2018 Q3	$4.32M	Sell	82,600 -13,400	-14%	-$681K	0.75%	54
2018 Q2	$4.53M	Buy	96,000 +4,600	+5%	+$216K	0.82%	42
2018 Q1	$4.2M	Buy	91,400 +29,800	+48%	+$1.34M	0.8%	41
2017 Q4	$2.75M	Buy	+61,600	New	+$2.58M	0.51%	66

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 $3.91B AUM 34.32% 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

Transform Wealth's HI Position: Q4 2018 in Review

Transform Wealth sold out of Hillenbrand (HI) in Q4 2018, closing a stake of 82,600 shares — an estimated $4.32M sold.

Transform Wealth first reported a position in HI in Q4 2017 and held it in 4 quarters. The position peaked at $4.53M in Q2 2018. 262 funds tracked by Wall St. Rank hold HI as of Q4 2018.

Transform Wealth reported no remaining Hillenbrand position as of Q4 2018 after selling out during the quarter.
Transform Wealth sold 82,600 Hillenbrand shares in Q4 2018, an estimated $4.32M.
Transform Wealth first reported a position in Hillenbrand in Q4 2017 and held it in 4 quarters.
Transform Wealth's Hillenbrand position peaked at $4.53M in Q2 2018.
262 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2018.

Based on Transform Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.