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Winfield Associates’s James Hardie Industries JHX Stock Holding History

Winfield Associates’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-100
Closed -$2K – 386
2017
Q4 		$2K Hold
100
– – ﹤0.01% 669
2017
Q3 		$1K Hold
100
– – ﹤0.01% 694
2017
Q2 		$2K Hold
100
– – ﹤0.01% 688
2017
Q1 		$2K Hold
100
– – ﹤0.01% 591
2016
Q4 		$2K Hold
100
– – ﹤0.01% 552
2016
Q3 		$2K Hold
100
– – ﹤0.01% 538
2016
Q2 		$2K Buy
100
+10
+11% +$146 ﹤0.01% 530
2016
Q1 		$1K Buy
+90
New +$1.1K ﹤0.01% 595

Other funds holding JHX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winfield Associates's JHX Position: Q1 2018 in Review

Winfield Associates sold out of James Hardie Industries (JHX) in Q1 2018, closing a stake of 100 shares — an estimated $2K sold.

Winfield Associates first reported a position in JHX in Q1 2016 and held it in 8 quarters. The position peaked at $2K in Q4 2017. 55 funds tracked by Wall St. Rank hold JHX as of Q1 2018.

  • Winfield Associates reported no remaining James Hardie Industries position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 100 James Hardie Industries shares in Q1 2018, an estimated $2K.
  • Winfield Associates first reported a position in James Hardie Industries in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's James Hardie Industries position peaked at $2K in Q4 2017.
  • 55 funds tracked by Wall St. Rank held James Hardie Industries as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.