BSW Wealth Partners’s Ameresco AMRC Stock Holding History

BSW Wealth Partners’s Portfolio AMRC Stock Details AMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,533	Closed	-$41K	–	130
2019 Q3	$41K	Buy	+2,533	New	+$37K	0.02%	127

Other funds holding AMRC

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

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

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BSW Wealth Partners's AMRC Position: Q4 2019 in Review

BSW Wealth Partners sold out of Ameresco (AMRC) in Q4 2019, closing a stake of 2,533 shares — an estimated $41K sold.

BSW Wealth Partners first reported a position in AMRC in Q3 2019 and held it in 1 quarter. The position peaked at $41K in Q3 2019. 97 funds tracked by Wall St. Rank hold AMRC as of Q4 2019.

BSW Wealth Partners reported no remaining Ameresco position as of Q4 2019 after selling out during the quarter.
BSW Wealth Partners sold 2,533 Ameresco shares in Q4 2019, an estimated $41K.
BSW Wealth Partners first reported a position in Ameresco in Q3 2019 and held it in 1 quarter.
BSW Wealth Partners's Ameresco position peaked at $41K in Q3 2019.
97 funds tracked by Wall St. Rank held Ameresco as of Q4 2019.

Based on BSW Wealth Partners's 13F filing for Q4 2019, filed 18 Feb 2020.