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Clarus Wealth Advisors’s Ametek AME Stock Holding History

Clarus Wealth Advisors’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,305
Closed -$251K – 702
2018
Q2 		$251K Hold
3,305
– – 0.19% 76
2018
Q1 		$251K Buy
+3,305
New +$251K 0.23% 76

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clarus Wealth Advisors's AME Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of Ametek (AME) in Q3 2018, closing a stake of 3,305 shares — an estimated $251K sold.

Clarus Wealth Advisors first reported a position in AME in Q1 2018 and held it in 2 quarters. The position peaked at $251K in Q2 2018. 591 funds tracked by Wall St. Rank hold AME as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining Ametek position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,305 Ametek shares in Q3 2018, an estimated $251K.
  • Clarus Wealth Advisors first reported a position in Ametek in Q1 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's Ametek position peaked at $251K in Q2 2018.
  • 591 funds tracked by Wall St. Rank held Ametek as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.