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Capital Analysts LLC’s AZZ Inc AZZ Stock Holding History

Capital Analysts LLC’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,750
Closed -$134K – 445
2017
Q3 		$134K Buy
2,750
+815
+42% +$40.5K 0.02% 209
2017
Q2 		$108K Buy
+1,935
New +$110K 0.02% 230
2014
Q1 		– Sell
-3,325
Closed -$162K – 356
2013
Q4 		$162K Sell
3,325
-25
-0.7% -$1.14K 0.04% 155
2013
Q3 		$140K Sell
3,350
-2,750
-45% -$106K 0.04% 150
2013
Q2 		$235K Buy
+6,100
New +$262K 0.07% 128

Other funds holding AZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Analysts LLC's AZZ Position: Q4 2017 in Review

Capital Analysts LLC sold out of AZZ Inc (AZZ) in Q4 2017, closing a stake of 2,750 shares — an estimated $134K sold.

Capital Analysts LLC first reported a position in AZZ in Q2 2013 and held it in 5 quarters. The position peaked at $235K in Q2 2013. 156 funds tracked by Wall St. Rank hold AZZ as of Q4 2017.

  • Capital Analysts LLC reported no remaining AZZ Inc position as of Q4 2017 after selling out during the quarter.
  • Capital Analysts LLC sold 2,750 AZZ Inc shares in Q4 2017, an estimated $134K.
  • Capital Analysts LLC first reported a position in AZZ Inc in Q2 2013 and held it in 5 quarters.
  • Capital Analysts LLC's AZZ Inc position peaked at $235K in Q2 2013.
  • 156 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2017.

Based on Capital Analysts LLC's 13F filing for Q4 2017, filed 12 Feb 2018.