TSWM
HI

Triangle Securities Wealth Management’s Hillenbrand HI Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-833
Closed -$20K – 229
2013
Q2 		$20K Buy
+833
New +$20.2K 0.01% 380

Other funds holding HI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Triangle Securities Wealth Management's HI Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Hillenbrand (HI) in Q3 2013, closing a stake of 833 shares — an estimated $20K sold.

Triangle Securities Wealth Management first reported a position in HI in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 170 funds tracked by Wall St. Rank hold HI as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Hillenbrand position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 833 Hillenbrand shares in Q3 2013, an estimated $20K.
  • Triangle Securities Wealth Management first reported a position in Hillenbrand in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Hillenbrand position peaked at $20K in Q2 2013.
  • 170 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.