AG
IBP icon

Advisor Group’s Installed Building Products IBP Stock Holding History

Advisor Group’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$19K Sell
265
-24
-8% -$1.62K ﹤0.01% 3988
2019
Q3 		$17K Buy
289
+1
+0.3% +$56 ﹤0.01% 4061
2019
Q2 		$17K Sell
288
-17
-6% -$896 ﹤0.01% 4069
2019
Q1 		$14K Sell
305
-194
-39% -$8.31K ﹤0.01% 4185
2018
Q4 		$17K Buy
499
+89
+22% +$3.09K ﹤0.01% 3914
2018
Q3 		$16K Buy
410
+161
+65% +$8.11K ﹤0.01% 4022
2018
Q2 		$14K Sell
249
-26
-9% -$1.54K ﹤0.01% 3909
2018
Q1 		$17K Buy
275
+41
+18% +$2.73K ﹤0.01% 3778
2017
Q4 		$18K Buy
234
+123
+111% +$8.52K ﹤0.01% 3773
2017
Q3 		$7K Buy
111
+11
+11% +$616 ﹤0.01% 4135
2017
Q2 		$5K Buy
+100
New +$5.15K ﹤0.01% 4234

Other funds holding IBP

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return

Advisor Group's IBP Position: Q4 2019 in Review

Advisor Group reduced its Installed Building Products (IBP) stake by 8.3% in Q4 2019, selling an estimated $1.62K and leaving 265 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3988.

Advisor Group first reported a position in IBP in Q2 2017 and has held it in 11 quarters since. 208 funds tracked by Wall St. Rank hold IBP as of Q4 2019.

  • Advisor Group held 265 shares of Installed Building Products worth $19K as of Q4 2019.
  • Advisor Group sold 24 Installed Building Products shares in Q4 2019, an estimated $1.62K.
  • Installed Building Products made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3988 holding.
  • Advisor Group first reported a position in Installed Building Products in Q2 2017 and has held it in 11 quarters since.
  • 208 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2019.

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