Advisory Alpha’s Ameresco AMRC Stock Holding History

Advisory Alpha’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	-1,007	Closed	-$14.3K	–	759
2019 Q3	$14.3K	Buy	+1,007	New	+$14.7K	﹤0.01%	409
2019 Q2	–	Sell	-1,007	Closed	-$15.5K	–	144
2019 Q1	$15.5K	Buy	+1,007	New	+$15.8K	0.01%	359

Other funds holding AMRC

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

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

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

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

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Alpha's AMRC Position: Q4 2019 in Review

Advisory Alpha sold out of Ameresco (AMRC) in Q4 2019, closing a stake of 1,007 shares — an estimated $14.3K sold.

Advisory Alpha first reported a position in AMRC in Q1 2019 and held it in 2 quarters. The position peaked at $15.5K in Q1 2019. 97 funds tracked by Wall St. Rank hold AMRC as of Q4 2019.

Advisory Alpha reported no remaining Ameresco position as of Q4 2019 after selling out during the quarter.
Advisory Alpha sold 1,007 Ameresco shares in Q4 2019, an estimated $14.3K.
Advisory Alpha first reported a position in Ameresco in Q1 2019 and held it in 2 quarters.
Advisory Alpha's Ameresco position peaked at $15.5K in Q1 2019.
97 funds tracked by Wall St. Rank held Ameresco as of Q4 2019.

Based on Advisory Alpha's 13F filing for Q4 2019, filed 14 Feb 2020.