Vident Investment Advisory
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Vident Investment Advisory’s Hyster-Yale Materials Handling HY Stock Holding History

Vident Investment Advisory’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
2015
Q4 		– Sell
-6,583
Closed -$381K – 589
2015
Q3 		$381K Buy
6,583
+1,978
+43% +$126K 0.05% 643
2015
Q2 		$319K Sell
4,605
-16
-0.3% -$1.16K 0.04% 673
2015
Q1 		$339K Buy
4,621
+1,318
+40% +$89.2K 0.07% 601
2014
Q4 		$242K Buy
+3,303
New +$246K 0.08% 511

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vident Investment Advisory's HY Position: Q4 2015 in Review

Vident Investment Advisory sold out of Hyster-Yale Materials Handling (HY) in Q4 2015, closing a stake of 6,583 shares — an estimated $381K sold.

Vident Investment Advisory first reported a position in HY in Q4 2014 and held it in 4 quarters. The position peaked at $381K in Q3 2015. 131 funds tracked by Wall St. Rank hold HY as of Q4 2015.

  • Vident Investment Advisory reported no remaining Hyster-Yale Materials Handling position as of Q4 2015 after selling out during the quarter.
  • Vident Investment Advisory sold 6,583 Hyster-Yale Materials Handling shares in Q4 2015, an estimated $381K.
  • Vident Investment Advisory first reported a position in Hyster-Yale Materials Handling in Q4 2014 and held it in 4 quarters.
  • Vident Investment Advisory's Hyster-Yale Materials Handling position peaked at $381K in Q3 2015.
  • 131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2015.

Based on Vident Investment Advisory's 13F filing for Q4 2015, filed 17 Feb 2016.