Cavalier Investments’s Acuity Brands AYI Stock Holding History

Cavalier Investments’s Portfolio AYI Stock Details AYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,800	Closed	-$1.53M	–	125
2016 Q3	$1.53M	Hold	5,800	–	–	0.93%	20
2016 Q2	$1.44M	Hold	5,800	–	–	0.84%	27
2016 Q1	$1.27M	Hold	5,800	–	–	0.73%	28
2015 Q4	$1.36M	Buy	+5,800	New	+$1.26M	0.81%	23

Other funds holding AYI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cavalier Investments's AYI Position: Q4 2016 in Review

Cavalier Investments sold out of Acuity Brands (AYI) in Q4 2016, closing a stake of 5,800 shares — an estimated $1.53M sold.

Cavalier Investments first reported a position in AYI in Q4 2015 and held it in 4 quarters. The position peaked at $1.53M in Q3 2016. 497 funds tracked by Wall St. Rank hold AYI as of Q4 2016.

Cavalier Investments reported no remaining Acuity Brands position as of Q4 2016 after selling out during the quarter.
Cavalier Investments sold 5,800 Acuity Brands shares in Q4 2016, an estimated $1.53M.
Cavalier Investments first reported a position in Acuity Brands in Q4 2015 and held it in 4 quarters.
Cavalier Investments's Acuity Brands position peaked at $1.53M in Q3 2016.
497 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2016.

Based on Cavalier Investments's 13F filing for Q4 2016, filed 3 Feb 2017.