W
HI

Wealthfront’s Hillenbrand HI Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-381
Closed -$10K – 604
2015
Q3 		$10K Buy
381
+240
+170% +$6.64K ﹤0.01% 955
2015
Q2 		$4K Buy
141
+89
+171% +$2.75K ﹤0.01% 1092
2015
Q1 		$2K Buy
52
+51
+5,100% +$1.6K ﹤0.01% 997
2014
Q4 		$0 Buy
+1
New +$33 ﹤0.01% 801

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthfront's HI Position: Q4 2015 in Review

Wealthfront sold out of Hillenbrand (HI) in Q4 2015, closing a stake of 381 shares — an estimated $10K sold.

Wealthfront first reported a position in HI in Q4 2014 and held it in 4 quarters. The position peaked at $10K in Q3 2015. 193 funds tracked by Wall St. Rank hold HI as of Q4 2015.

  • Wealthfront reported no remaining Hillenbrand position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 381 Hillenbrand shares in Q4 2015, an estimated $10K.
  • Wealthfront first reported a position in Hillenbrand in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Hillenbrand position peaked at $10K in Q3 2015.
  • 193 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2015.

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