Advisor Group’s Ameresco AMRC Stock Holding History

Advisor Group’s Portfolio AMRC Stock Details AMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-307	Closed	-$5K	–	5285
2019 Q3	$5K	Buy	+307	New	+$4.48K	﹤0.01%	4642
2019 Q1	–	Sell	-5,354	Closed	-$75K	–	5194
2018 Q4	$75K	Buy	+5,354	New	+$75.5K	﹤0.01%	2874

Other funds holding AMRC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

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

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Group's AMRC Position: Q4 2019 in Review

Advisor Group sold out of Ameresco (AMRC) in Q4 2019, closing a stake of 307 shares — an estimated $5K sold.

Advisor Group first reported a position in AMRC in Q4 2018 and held it in 2 quarters. The position peaked at $75K in Q4 2018. 97 funds tracked by Wall St. Rank hold AMRC as of Q4 2019.

Advisor Group reported no remaining Ameresco position as of Q4 2019 after selling out during the quarter.
Advisor Group sold 307 Ameresco shares in Q4 2019, an estimated $5K.
Advisor Group first reported a position in Ameresco in Q4 2018 and held it in 2 quarters.
Advisor Group's Ameresco position peaked at $75K in Q4 2018.
97 funds tracked by Wall St. Rank held Ameresco as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.