Convergence Investment Partners’s Advanced Drainage Systems WMS Stock Holding History

Convergence Investment Partners’s Portfolio WMS Stock Details WMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-16,987	Closed	-$525K	–	378
2018 Q3	$525K	Buy	+16,987	New	+$516K	0.11%	213
2015 Q4	–	Sell	-53,552	Closed	-$1.55M	–	395
2015 Q3	$1.55M	Sell	53,552 -41,198	-43%	-$1.19M	0.18%	186
2015 Q2	$2.78M	Buy	+94,750	New	+$2.8M	0.27%	127

Other funds holding WMS

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Convergence Investment Partners's WMS Position: Q4 2018 in Review

Convergence Investment Partners sold out of Advanced Drainage Systems (WMS) in Q4 2018, closing a stake of 16,987 shares — an estimated $525K sold.

Convergence Investment Partners first reported a position in WMS in Q2 2015 and held it in 3 quarters. The position peaked at $2.78M in Q2 2015. 143 funds tracked by Wall St. Rank hold WMS as of Q4 2018.

Convergence Investment Partners reported no remaining Advanced Drainage Systems position as of Q4 2018 after selling out during the quarter.
Convergence Investment Partners sold 16,987 Advanced Drainage Systems shares in Q4 2018, an estimated $525K.
Convergence Investment Partners first reported a position in Advanced Drainage Systems in Q2 2015 and held it in 3 quarters.
Convergence Investment Partners's Advanced Drainage Systems position peaked at $2.78M in Q2 2015.
143 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2018.

Based on Convergence Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.