WealthTrust-Arizona’s Hyster-Yale Materials Handling HY Stock Holding History

WealthTrust-Arizona’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 Q3	–	Sell	-20	Closed	-$1K	–	605
2015 Q2	$1K	Hold	20	–	–	﹤0.01%	605
2015 Q1	$1K	Hold	20	–	–	﹤0.01%	627
2014 Q4	$1K	Hold	20	–	–	﹤0.01%	589
2014 Q3	$1K	Hold	20	–	–	﹤0.01%	608
2014 Q2	$2K	Hold	20	–	–	﹤0.01%	553
2014 Q1	$2K	Hold	20	–	–	﹤0.01%	569
2013 Q4	$2K	Hold	20	–	–	﹤0.01%	555
2013 Q3	$2K	Hold	20	–	–	﹤0.01%	541
2013 Q2	$1K	Buy	+20	New	+$1.18K	﹤0.01%	584

Other funds holding HY

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthTrust-Arizona's HY Position: Q3 2015 in Review

WealthTrust-Arizona sold out of Hyster-Yale Materials Handling (HY) in Q3 2015, closing a stake of 20 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in HY in Q2 2013 and held it in 9 quarters. The position peaked at $2K in Q2 2014. 142 funds tracked by Wall St. Rank hold HY as of Q3 2015.

WealthTrust-Arizona reported no remaining Hyster-Yale Materials Handling position as of Q3 2015 after selling out during the quarter.
WealthTrust-Arizona sold 20 Hyster-Yale Materials Handling shares in Q3 2015, an estimated $1K.
WealthTrust-Arizona first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 9 quarters.
WealthTrust-Arizona's Hyster-Yale Materials Handling position peaked at $2K in Q2 2014.
142 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2015.

Based on WealthTrust-Arizona's 13F filing for Q3 2015, filed 28 Oct 2015.