WI
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WBI Investments’s Hyster-Yale Materials Handling HY Stock Holding History

WBI Investments’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
Q2 		– Sell
-22,918
Closed -$1.68M – 251
2015
Q1 		$1.68M Buy
+22,918
New +$1.55M 0.04% 177

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

WBI Investments's HY Position: Q2 2015 in Review

WBI Investments sold out of Hyster-Yale Materials Handling (HY) in Q2 2015, closing a stake of 22,918 shares — an estimated $1.68M sold.

WBI Investments first reported a position in HY in Q1 2015 and held it in 1 quarter. The position peaked at $1.68M in Q1 2015. 155 funds tracked by Wall St. Rank hold HY as of Q2 2015.

  • WBI Investments reported no remaining Hyster-Yale Materials Handling position as of Q2 2015 after selling out during the quarter.
  • WBI Investments sold 22,918 Hyster-Yale Materials Handling shares in Q2 2015, an estimated $1.68M.
  • WBI Investments first reported a position in Hyster-Yale Materials Handling in Q1 2015 and held it in 1 quarter.
  • WBI Investments's Hyster-Yale Materials Handling position peaked at $1.68M in Q1 2015.
  • 155 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2015.

Based on WBI Investments's 13F filing for Q2 2015, filed 14 Aug 2015.