CI
AMWD

Cavalier Investments’s American Woodmark AMWD Stock Holding History

Cavalier Investments’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-3,300
Closed -$246K – 119
2016
Q1 		$246K Hold
3,300
– – 0.14% 88
2015
Q4 		$264K Buy
+3,300
New +$249K 0.16% 96

Other funds holding AMWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Cavalier Investments's AMWD Position: Q2 2016 in Review

Cavalier Investments sold out of American Woodmark (AMWD) in Q2 2016, closing a stake of 3,300 shares — an estimated $246K sold.

Cavalier Investments first reported a position in AMWD in Q4 2015 and held it in 2 quarters. The position peaked at $264K in Q4 2015. 187 funds tracked by Wall St. Rank hold AMWD as of Q2 2016.

  • Cavalier Investments reported no remaining American Woodmark position as of Q2 2016 after selling out during the quarter.
  • Cavalier Investments sold 3,300 American Woodmark shares in Q2 2016, an estimated $246K.
  • Cavalier Investments first reported a position in American Woodmark in Q4 2015 and held it in 2 quarters.
  • Cavalier Investments's American Woodmark position peaked at $264K in Q4 2015.
  • 187 funds tracked by Wall St. Rank held American Woodmark as of Q2 2016.

Based on Cavalier Investments's 13F filing for Q2 2016, filed 15 Aug 2016.