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Acuitas Investments’s IES Holdings IESC Stock Holding History

Acuitas Investments’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$4.53M Buy
232,161
+79,504
+52% +$1.47M 6.45% 5
2018
Q2 		$2.56M Buy
152,657
+105,968
+227% +$1.81M 5.7% 7
2018
Q1 		$707K Buy
+46,689
New +$770K 5.62% 9

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acuitas Investments's IESC Position: Q3 2018 in Review

Acuitas Investments increased its IES Holdings (IESC) stake by 52% in Q3 2018, buying an estimated $1.47M and bringing the position to 232,161 shares worth $4.53M. The position accounts for 6.45% of the portfolio, ranked #5.

Acuitas Investments first reported a position in IESC in Q1 2018 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold IESC as of Q3 2018.

  • Acuitas Investments held 232,161 shares of IES Holdings worth $4.53M as of Q3 2018.
  • Acuitas Investments bought 79,504 IES Holdings shares in Q3 2018, an estimated $1.47M.
  • IES Holdings made up 6.45% of Acuitas Investments's portfolio in Q3 2018, its #5 holding.
  • Acuitas Investments first reported a position in IES Holdings in Q1 2018 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held IES Holdings as of Q3 2018.

Based on Acuitas Investments's 13F filing for Q3 2018, filed 9 Nov 2018.