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Coe Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Coe Capital Management’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-65,584
Closed -$2.85M – 240
2016
Q1 		$2.85M Buy
+65,584
New +$2.59M 0.91% 28

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BFA
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Coe Capital Management's AIT Position: Q2 2016 in Review

Coe Capital Management sold out of Applied Industrial Technologies (AIT) in Q2 2016, closing a stake of 65,584 shares — an estimated $2.85M sold.

Coe Capital Management first reported a position in AIT in Q1 2016 and held it in 1 quarter. The position peaked at $2.85M in Q1 2016. 199 funds tracked by Wall St. Rank hold AIT as of Q2 2016.

  • Coe Capital Management reported no remaining Applied Industrial Technologies position as of Q2 2016 after selling out during the quarter.
  • Coe Capital Management sold 65,584 Applied Industrial Technologies shares in Q2 2016, an estimated $2.85M.
  • Coe Capital Management first reported a position in Applied Industrial Technologies in Q1 2016 and held it in 1 quarter.
  • Coe Capital Management's Applied Industrial Technologies position peaked at $2.85M in Q1 2016.
  • 199 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q2 2016.

Based on Coe Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.