BWAM
AIT icon

Boyd Watterson Asset Management’s Applied Industrial Technologies AIT Stock Holding History

Boyd Watterson Asset Management’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,000
Closed -$206K – 171
2013
Q3 		$206K Buy
+4,000
New +$202K 0.1% 160

Other funds holding AIT

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boyd Watterson Asset Management's AIT Position: Q4 2013 in Review

Boyd Watterson Asset Management sold out of Applied Industrial Technologies (AIT) in Q4 2013, closing a stake of 4,000 shares — an estimated $206K sold.

Boyd Watterson Asset Management first reported a position in AIT in Q3 2013 and held it in 1 quarter. The position peaked at $206K in Q3 2013. 176 funds tracked by Wall St. Rank hold AIT as of Q4 2013.

  • Boyd Watterson Asset Management reported no remaining Applied Industrial Technologies position as of Q4 2013 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 4,000 Applied Industrial Technologies shares in Q4 2013, an estimated $206K.
  • Boyd Watterson Asset Management first reported a position in Applied Industrial Technologies in Q3 2013 and held it in 1 quarter.
  • Boyd Watterson Asset Management's Applied Industrial Technologies position peaked at $206K in Q3 2013.
  • 176 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2013.

Based on Boyd Watterson Asset Management's 13F filing for Q4 2013, filed 22 Jan 2014.