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Virtus Fund Advisers’s Hyster-Yale Materials Handling HY Stock Holding History

Virtus Fund Advisers’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
2014
Q3 		– Sell
-877
Closed -$78K – 1509
2014
Q2 		$78K Buy
+877
New +$79.6K ﹤0.01% 1567

Other funds holding HY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Virtus Fund Advisers's HY Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Hyster-Yale Materials Handling (HY) in Q3 2014, closing a stake of 877 shares — an estimated $78K sold.

Virtus Fund Advisers first reported a position in HY in Q2 2014 and held it in 1 quarter. The position peaked at $78K in Q2 2014. 160 funds tracked by Wall St. Rank hold HY as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Hyster-Yale Materials Handling position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 877 Hyster-Yale Materials Handling shares in Q3 2014, an estimated $78K.
  • Virtus Fund Advisers first reported a position in Hyster-Yale Materials Handling in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Hyster-Yale Materials Handling position peaked at $78K in Q2 2014.
  • 160 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.