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Capital Investment Advisory Services’s Ingersoll Rand IR Stock Holding History

Capital Investment Advisory Services’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-975
Closed -$28K – 908
2019
Q3 		$28K Hold
975
– – 0.01% 711
2019
Q2 		$33K Buy
+975
New +$31.5K 0.01% 647

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Capital Investment Advisory Services sold out of Ingersoll Rand (IR) in Q4 2019, closing a stake of 975 shares — an estimated $28K sold.

Capital Investment Advisory Services first reported a position in IR in Q2 2019 and held it in 2 quarters. The position peaked at $33K in Q2 2019. 190 funds tracked by Wall St. Rank hold IR as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Ingersoll Rand position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 975 Ingersoll Rand shares in Q4 2019, an estimated $28K.
  • Capital Investment Advisory Services first reported a position in Ingersoll Rand in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's Ingersoll Rand position peaked at $33K in Q2 2019.
  • 190 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2019.

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