AIM
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Allen Investment Management’s Eagle Materials EXP Stock Holding History

Allen Investment Management’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,073
Closed -$598K – 219
2016
Q4 		$598K Buy
+6,073
New +$545K 0.04% 127
2015
Q4 		– Sell
-8,733
Closed -$598K – 204
2015
Q3 		$598K Buy
+8,733
New +$682K 0.06% 122

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allen Investment Management's EXP Position: Q1 2017 in Review

Allen Investment Management sold out of Eagle Materials (EXP) in Q1 2017, closing a stake of 6,073 shares — an estimated $598K sold.

Allen Investment Management first reported a position in EXP in Q3 2015 and held it in 2 quarters. The position peaked at $598K in Q4 2016. 344 funds tracked by Wall St. Rank hold EXP as of Q1 2017.

  • Allen Investment Management reported no remaining Eagle Materials position as of Q1 2017 after selling out during the quarter.
  • Allen Investment Management sold 6,073 Eagle Materials shares in Q1 2017, an estimated $598K.
  • Allen Investment Management first reported a position in Eagle Materials in Q3 2015 and held it in 2 quarters.
  • Allen Investment Management's Eagle Materials position peaked at $598K in Q4 2016.
  • 344 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2017.

Based on Allen Investment Management's 13F filing for Q1 2017, filed 15 May 2017.