WAM
HI

Wealthspire Advisors (Maryland)’s Hillenbrand HI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-753
Closed -$31K – 1114
2019
Q1 		$31K Sell
753
-100
-12% -$4.22K ﹤0.01% 1096
2018
Q4 		$32K Sell
853
-422
-33% -$19.3K ﹤0.01% 1026
2018
Q3 		$67K Sell
1,275
-881
-41% -$44.7K 0.01% 855
2018
Q2 		$102K Sell
2,156
-25
-1% -$1.17K 0.01% 698
2018
Q1 		$100K Hold
2,181
– – 0.01% 712
2017
Q4 		$97K Sell
2,181
-1,650
-43% -$69.1K 0.01% 725
2017
Q3 		$149K Sell
3,831
-243
-6% -$8.82K 0.02% 569
2017
Q2 		$147K Hold
4,074
– – 0.02% 552
2017
Q1 		$146K Buy
4,074
+37
+0.9% +$1.36K 0.02% 479
2016
Q4 		$155K Buy
4,037
+200
+5% +$6.76K 0.02% 440
2016
Q3 		$121K Buy
3,837
+82
+2% +$2.6K 0.02% 517
2016
Q2 		$113K Buy
3,755
+1,049
+39% +$31.8K 0.02% 507
2016
Q1 		$81K Buy
2,706
+39
+1% +$1.08K 0.01% 579
2015
Q4 		$79K Buy
+2,667
New +$78.3K 0.01% 590

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hillenbrand (HI) in Q2 2019, closing a stake of 753 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in HI in Q4 2015 and held it in 14 quarters. The position peaked at $155K in Q4 2016. 257 funds tracked by Wall St. Rank hold HI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Hillenbrand position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 753 Hillenbrand shares in Q2 2019, an estimated $31K.
  • Wealthspire Advisors (Maryland) first reported a position in Hillenbrand in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Hillenbrand position peaked at $155K in Q4 2016.
  • 257 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.