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Wealthspire Advisors (Maryland)’s Hyster-Yale Materials Handling HY Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-3
Closed – – 2498
2018
Q1 		$0 Hold
3
– – ﹤0.01% 2558
2017
Q4 		$0 Hold
3
– – ﹤0.01% 2485
2017
Q3 		$0 Hold
3
– – ﹤0.01% 2341
2017
Q2 		$0 Hold
3
– – ﹤0.01% 2229
2017
Q1 		$0 Hold
3
– – ﹤0.01% 1968
2016
Q4 		$0 Hold
3
– – ﹤0.01% 1792
2016
Q3 		$0 Hold
3
– – ﹤0.01% 1765
2016
Q2 		$0 Hold
3
– – ﹤0.01% 1744
2016
Q1 		$0 Hold
3
– – ﹤0.01% 1789
2015
Q4 		$0 Buy
+3
New +$172 ﹤0.01% 1741

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HY Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Hyster-Yale Materials Handling (HY) in Q2 2018, closing a stake of 3 shares.

Wealthspire Advisors (Maryland) first reported a position in HY in Q4 2015 and held it in 10 quarters. The position peaked at $0 in Q1 2018. 142 funds tracked by Wall St. Rank hold HY as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Hyster-Yale Materials Handling position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 Hyster-Yale Materials Handling shares in Q2 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Hyster-Yale Materials Handling in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Hyster-Yale Materials Handling position peaked at $0 in Q1 2018.
  • 142 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.