Allen Investment Management’s Advanced Drainage Systems WMS Stock Holding History

Allen Investment Management’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
2018 Q4	–	Sell	-105,820	Closed	-$3.27M	–	185
2018 Q3	$3.27M	Hold	105,820	–	–	0.11%	72
2018 Q2	$3.02M	Hold	105,820	–	–	0.12%	67
2018 Q1	$2.74M	Hold	105,820	–	–	0.11%	65
2017 Q4	$2.52M	Hold	105,820	–	–	0.11%	63
2017 Q3	$2.14M	Hold	105,820	–	–	0.1%	71
2017 Q2	$2.13M	Hold	105,820	–	–	0.1%	72
2017 Q1	$2.32M	Hold	105,820	–	–	0.12%	71
2016 Q4	$2.18M	Hold	105,820	–	–	0.13%	68
2016 Q3	$2.55M	Hold	105,820	–	–	0.16%	57
2016 Q2	$2.9M	Hold	105,820	–	–	0.2%	54
2016 Q1	$2.25M	Buy	+105,820	New	+$2.17M	0.18%	58

Other funds holding WMS

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

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

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Allen Investment Management's WMS Position: Q4 2018 in Review

Allen Investment Management sold out of Advanced Drainage Systems (WMS) in Q4 2018, closing a stake of 105,820 shares — an estimated $3.27M sold.

Allen Investment Management first reported a position in WMS in Q1 2016 and held it in 11 quarters. The position peaked at $3.27M in Q3 2018. 143 funds tracked by Wall St. Rank hold WMS as of Q4 2018.

Allen Investment Management reported no remaining Advanced Drainage Systems position as of Q4 2018 after selling out during the quarter.
Allen Investment Management sold 105,820 Advanced Drainage Systems shares in Q4 2018, an estimated $3.27M.
Allen Investment Management first reported a position in Advanced Drainage Systems in Q1 2016 and held it in 11 quarters.
Allen Investment Management's Advanced Drainage Systems position peaked at $3.27M in Q3 2018.
143 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2018.

Based on Allen Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.