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Community Financial Services Group’s Ameresco AMRC Stock Holding History

Community Financial Services Group’s Portfolio AMRC Stock Details AMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-180
Closed -$1K – 301
2014
Q3 		$1K Buy
+180
New +$1.36K ﹤0.01% 228
2014
Q2 		– Sell
-180
Closed -$1K – 231
2014
Q1 		$1K Buy
+180
New +$1.7K ﹤0.01% 227
2013
Q4 		– Sell
-180
Closed -$2K – 73
2013
Q3 		$2K Hold
180
– – ﹤0.01% 218
2013
Q2 		$2K Buy
+180
New +$1.44K ﹤0.01% 222

Other funds holding AMRC

DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

Community Financial Services Group's AMRC Position: Q4 2014 in Review

Community Financial Services Group sold out of Ameresco (AMRC) in Q4 2014, closing a stake of 180 shares — an estimated $1K sold.

Community Financial Services Group first reported a position in AMRC in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q3 2013. 74 funds tracked by Wall St. Rank hold AMRC as of Q4 2014.

  • Community Financial Services Group reported no remaining Ameresco position as of Q4 2014 after selling out during the quarter.
  • Community Financial Services Group sold 180 Ameresco shares in Q4 2014, an estimated $1K.
  • Community Financial Services Group first reported a position in Ameresco in Q2 2013 and held it in 4 quarters.
  • Community Financial Services Group's Ameresco position peaked at $2K in Q3 2013.
  • 74 funds tracked by Wall St. Rank held Ameresco as of Q4 2014.

Based on Community Financial Services Group's 13F filing for Q4 2014, filed 27 Jan 2015.