WWMSC
HI

Wagner Wealth Management (South Carolina)’s Hillenbrand HI Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$1K Hold
20
– – ﹤0.01% 618
2018
Q2 		$1K Hold
20
– – ﹤0.01% 584
2018
Q1 		$1K Buy
+20
New +$902 ﹤0.01% 544
2017
Q4 		– Hold
0
– – – 650

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wagner Wealth Management (South Carolina)'s HI Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Hillenbrand (HI) position steady in Q3 2018 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Wagner Wealth Management (South Carolina) first reported a position in HI in Q1 2018 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold HI as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 20 shares of Hillenbrand worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Hillenbrand share count unchanged in Q3 2018.
  • Hillenbrand made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #618 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Hillenbrand in Q1 2018 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.