AIM
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Advantage Investment Management’s Comfort Systems FIX Stock Holding History

Advantage Investment Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-344
Closed -$11K – 925
2016
Q2 		$11K Buy
344
+122
+55% +$3.89K 0.01% 571
2016
Q1 		$7K Buy
+222
New +$6.28K ﹤0.01% 623
2015
Q3 		– Sell
-467
Closed -$11K – 847
2015
Q2 		$11K Buy
467
+46
+11% +$1.01K 0.01% 569
2015
Q1 		$9K Hold
421
– – 0.01% 604
2014
Q4 		$7K Buy
+421
New +$6.34K 0.01% 572

Other funds holding FIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advantage Investment Management's FIX Position: Q3 2016 in Review

Advantage Investment Management sold out of Comfort Systems (FIX) in Q3 2016, closing a stake of 344 shares — an estimated $11K sold.

Advantage Investment Management first reported a position in FIX in Q4 2014 and held it in 5 quarters. The position peaked at $11K in Q2 2016. 203 funds tracked by Wall St. Rank hold FIX as of Q3 2016.

  • Advantage Investment Management reported no remaining Comfort Systems position as of Q3 2016 after selling out during the quarter.
  • Advantage Investment Management sold 344 Comfort Systems shares in Q3 2016, an estimated $11K.
  • Advantage Investment Management first reported a position in Comfort Systems in Q4 2014 and held it in 5 quarters.
  • Advantage Investment Management's Comfort Systems position peaked at $11K in Q2 2016.
  • 203 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2016.

Based on Advantage Investment Management's 13F filing for Q3 2016, filed 27 Mar 2017.