Adams Diversified Equity Fund’s Advanced Drainage Systems WMS Stock Holding History

Adams Diversified Equity Fund’s Portfolio WMS Stock Details WMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,300	Closed	-$174K	–	195
2019 Q2	$174K	Sell	5,300 -5,800	-52%	-$167K	0.01%	108
2019 Q1	$286K	Sell	11,100 -11,700	-51%	-$296K	0.02%	133
2018 Q4	$553K	Sell	22,800 -1,000	-4%	-$26.9K	0.03%	123
2018 Q3	$735K	Buy	+23,800	New	+$722K	0.04%	121

Other funds holding WMS

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Adams Diversified Equity Fund's WMS Position: Q3 2019 in Review

Adams Diversified Equity Fund sold out of Advanced Drainage Systems (WMS) in Q3 2019, closing a stake of 5,300 shares — an estimated $174K sold.

Adams Diversified Equity Fund first reported a position in WMS in Q3 2018 and held it in 4 quarters. The position peaked at $735K in Q3 2018. 152 funds tracked by Wall St. Rank hold WMS as of Q3 2019.

Adams Diversified Equity Fund reported no remaining Advanced Drainage Systems position as of Q3 2019 after selling out during the quarter.
Adams Diversified Equity Fund sold 5,300 Advanced Drainage Systems shares in Q3 2019, an estimated $174K.
Adams Diversified Equity Fund first reported a position in Advanced Drainage Systems in Q3 2018 and held it in 4 quarters.
Adams Diversified Equity Fund's Advanced Drainage Systems position peaked at $735K in Q3 2018.
152 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2019.

Based on Adams Diversified Equity Fund's 13F filing for Q3 2019, filed 28 Oct 2019.