CIAS
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Capital Investment Advisory Services’s Comfort Systems FIX Stock Holding History

Capital Investment Advisory Services’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-329
Closed -$15K – 800
2019
Q3 		$15K Hold
329
– – ﹤0.01% 886
2019
Q2 		$17K Hold
329
– – 0.01% 818
2019
Q1 		$17K Hold
329
– – 0.01% 717
2018
Q4 		$14K Buy
+329
New +$16.8K 0.01% 721

Other funds holding FIX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital Investment Advisory Services's FIX Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Comfort Systems (FIX) in Q4 2019, closing a stake of 329 shares — an estimated $15K sold.

Capital Investment Advisory Services first reported a position in FIX in Q4 2018 and held it in 4 quarters. The position peaked at $17K in Q2 2019. 233 funds tracked by Wall St. Rank hold FIX as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Comfort Systems position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 329 Comfort Systems shares in Q4 2019, an estimated $15K.
  • Capital Investment Advisory Services first reported a position in Comfort Systems in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Comfort Systems position peaked at $17K in Q2 2019.
  • 233 funds tracked by Wall St. Rank held Comfort Systems as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.