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Broadview Advisors’s Construction Partners ROAD Stock Holding History

Broadview Advisors’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$2.79M Sell
185,484
-5,364
-3% -$70K 0.86% 50
2019
Q1 		$2.44M Sell
190,848
-43,500
-19% -$504K 0.66% 53
2018
Q4 		$2.07M Buy
234,348
+11,750
+5% +$114K 0.6% 54
2018
Q3 		$2.69M Buy
222,598
+878
+0.4% +$10.7K 0.46% 68
2018
Q2 		$2.92M Buy
+221,720
New +$2.79M 0.47% 72

Other funds holding ROAD

ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Broadview Advisors's ROAD Position: Q2 2019 in Review

Broadview Advisors reduced its Construction Partners (ROAD) stake by 2.8% in Q2 2019, selling an estimated $70K and leaving 185,484 shares worth $2.79M. The position accounts for 0.86% of the portfolio, ranked #50.

Broadview Advisors first reported a position in ROAD in Q2 2018 and has held it in 5 quarters since. The position peaked at $2.92M in Q2 2018. 71 funds tracked by Wall St. Rank hold ROAD as of Q2 2019.

  • Broadview Advisors held 185,484 shares of Construction Partners worth $2.79M as of Q2 2019.
  • Broadview Advisors sold 5,364 Construction Partners shares in Q2 2019, an estimated $70K.
  • Construction Partners made up 0.86% of Broadview Advisors's portfolio in Q2 2019, its #50 holding.
  • Broadview Advisors first reported a position in Construction Partners in Q2 2018 and has held it in 5 quarters since.
  • Broadview Advisors's Construction Partners position peaked at $2.92M in Q2 2018.
  • 71 funds tracked by Wall St. Rank held Construction Partners as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.