WA
HI

WFG Advisors’s Hillenbrand HI Stock Holding History

WFG Advisors’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
2017
Q2 		$4K Buy
122
+1
+0.8% +$36 ﹤0.01% 1328
2017
Q1 		$4K Buy
121
+1
+0.8% +$37 ﹤0.01% 1246
2016
Q4 		$5K Hold
120
– – ﹤0.01% 1263
2016
Q3 		$4K Buy
120
+1
+0.8% +$32 ﹤0.01% 1305
2016
Q2 		$4K Buy
+119
New +$3.6K ﹤0.01% 1282

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WFG Advisors's HI Position: Q2 2017 in Review

WFG Advisors increased its Hillenbrand (HI) stake by 0.83% in Q2 2017, buying an estimated $36 and bringing the position to 122 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

WFG Advisors first reported a position in HI in Q2 2016 and has held it in 5 quarters since. The position peaked at $5K in Q4 2016. 217 funds tracked by Wall St. Rank hold HI as of Q2 2017.

  • WFG Advisors held 122 shares of Hillenbrand worth $4K as of Q2 2017.
  • WFG Advisors bought 1 Hillenbrand share in Q2 2017, an estimated $36.
  • Hillenbrand made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1328 holding.
  • WFG Advisors first reported a position in Hillenbrand in Q2 2016 and has held it in 5 quarters since.
  • WFG Advisors's Hillenbrand position peaked at $5K in Q4 2016.
  • 217 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.