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

Assured 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
2019
Q2 		– Sell
-18,222
Closed -$470K – 858
2019
Q1 		$470K Sell
18,222
-17,386
-49% -$440K 0.01% 602
2018
Q4 		$863K Sell
35,608
-7,564
-18% -$203K 0.02% 484
2018
Q3 		$1.33M Buy
43,172
+2,574
+6% +$78.1K 0.02% 495
2018
Q2 		$1.16M Buy
40,598
+10,736
+36% +$288K 0.02% 518
2018
Q1 		$773K Buy
+29,862
New +$756K 0.02% 630

Other funds holding WMS

BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Assured Investment Management's WMS Position: Q2 2019 in Review

Assured Investment Management sold out of Advanced Drainage Systems (WMS) in Q2 2019, closing a stake of 18,222 shares — an estimated $470K sold.

Assured Investment Management first reported a position in WMS in Q1 2018 and held it in 5 quarters. The position peaked at $1.33M in Q3 2018. 136 funds tracked by Wall St. Rank hold WMS as of Q2 2019.

  • Assured Investment Management reported no remaining Advanced Drainage Systems position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 18,222 Advanced Drainage Systems shares in Q2 2019, an estimated $470K.
  • Assured Investment Management first reported a position in Advanced Drainage Systems in Q1 2018 and held it in 5 quarters.
  • Assured Investment Management's Advanced Drainage Systems position peaked at $1.33M in Q3 2018.
  • 136 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.