AG
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Advisor Group’s Advanced Drainage Systems WMS Stock Holding History

Advisor Group’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
2017
Q3 		– Sell
-250
Closed -$5K – 4961
2017
Q2 		$5K Buy
+250
New +$5.37K ﹤0.01% 4258

Other funds holding WMS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor Group's WMS Position: Q3 2017 in Review

Advisor Group sold out of Advanced Drainage Systems (WMS) in Q3 2017, closing a stake of 250 shares — an estimated $5K sold.

Advisor Group first reported a position in WMS in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 98 funds tracked by Wall St. Rank hold WMS as of Q3 2017.

  • Advisor Group reported no remaining Advanced Drainage Systems position as of Q3 2017 after selling out during the quarter.
  • Advisor Group sold 250 Advanced Drainage Systems shares in Q3 2017, an estimated $5K.
  • Advisor Group first reported a position in Advanced Drainage Systems in Q2 2017 and held it in 1 quarter.
  • Advisor Group's Advanced Drainage Systems position peaked at $5K in Q2 2017.
  • 98 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2017.

Based on Advisor Group's 13F filing for Q3 2017, filed 6 Nov 2017.