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 $5.53M AUM 55.51% 1-Year Est. Return

Wellington Management Group

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

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

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

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return