YorkBridge Wealth Partners’s Hillenbrand HI Stock Holding History

YorkBridge Wealth Partners’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
2018 Q3	–	Sell	-67	Closed	-$3K	–	789
2018 Q2	$3K	Sell	67 -12	-15%	-$563	﹤0.01%	730
2018 Q1	$4K	Hold	79	–	–	﹤0.01%	694
2017 Q4	$3K	Buy	79 +17	+27%	+$712	﹤0.01%	750
2017 Q3	$2K	Hold	62	–	–	﹤0.01%	779
2017 Q2	$2K	Hold	62	–	–	﹤0.01%	774
2017 Q1	$2K	Hold	62	–	–	﹤0.01%	760
2016 Q4	$2K	Buy	+62	New	+$2.09K	﹤0.01%	751

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

YorkBridge Wealth Partners's HI Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Hillenbrand (HI) in Q3 2018, closing a stake of 67 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in HI in Q4 2016 and held it in 7 quarters. The position peaked at $4K in Q1 2018. 287 funds tracked by Wall St. Rank hold HI as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Hillenbrand position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 67 Hillenbrand shares in Q3 2018, an estimated $3K.
YorkBridge Wealth Partners first reported a position in Hillenbrand in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Hillenbrand position peaked at $4K in Q1 2018.
287 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.