Capstone Asset Management’s Installed Building Products IBP Stock Holding History

Capstone Asset Management’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$617K	Sell	11,660 -140	-1%	-$7.2K	0.02%	787
2017 Q1	$622K	Sell	11,800 -560	-5%	-$25.2K	0.02%	799
2016 Q4	$510K	Sell	12,360 -590	-5%	-$22.5K	0.01%	914
2016 Q3	$465K	Buy	12,950 +420	+3%	+$14.6K	0.01%	1008
2016 Q2	$455K	Buy	12,530 +2,670	+27%	+$83K	0.01%	984
2016 Q1	$262K	Sell	9,860 -10	-0.1%	-$220	0.01%	1349
2015 Q4	$245K	Buy	+9,870	New	+$239K	0.01%	1402

Other funds holding IBP

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Capstone Asset Management's IBP Position: Q2 2017 in Review

Capstone Asset Management reduced its Installed Building Products (IBP) stake by 1.2% in Q2 2017, selling an estimated $7.2K and leaving 11,660 shares worth $617K. The position accounts for 0.02% of the portfolio, ranked #787.

Capstone Asset Management first reported a position in IBP in Q4 2015 and has held it in 7 quarters since. The position peaked at $622K in Q1 2017. 151 funds tracked by Wall St. Rank hold IBP as of Q2 2017.

Capstone Asset Management held 11,660 shares of Installed Building Products worth $617K as of Q2 2017.
Capstone Asset Management sold 140 Installed Building Products shares in Q2 2017, an estimated $7.2K.
Installed Building Products made up 0.02% of Capstone Asset Management's portfolio in Q2 2017, its #787 holding.
Capstone Asset Management first reported a position in Installed Building Products in Q4 2015 and has held it in 7 quarters since.
Capstone Asset Management's Installed Building Products position peaked at $622K in Q1 2017.
151 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.