D.A. Davidson & Co’s AZZ Inc AZZ Stock Holding History

D.A. Davidson & Co’s Portfolio AZZ Stock Details AZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,286	Closed	-$82K	–	2331
2016 Q4	$82K	Hold	1,286	–	–	﹤0.01%	1383
2016 Q3	$83K	Sell	1,286 -245	-16%	-$15.7K	﹤0.01%	1297
2016 Q2	$91K	Sell	1,531 -102	-6%	-$5.84K	﹤0.01%	1165
2016 Q1	$92K	Sell	1,633 -250	-13%	-$13K	﹤0.01%	1153
2015 Q4	$104K	Sell	1,883 -531	-22%	-$29.6K	﹤0.01%	1102
2015 Q3	$117K	Sell	2,414 -206	-8%	-$10.6K	﹤0.01%	1034
2015 Q2	$135K	Sell	2,620 -22	-0.8%	-$1.07K	﹤0.01%	1022
2015 Q1	$123K	Sell	2,642 -139	-5%	-$6.12K	﹤0.01%	1050
2014 Q4	$130K	Buy	2,781 +825	+42%	+$37.2K	﹤0.01%	1018
2014 Q3	$81K	Sell	1,956 -4,049	-67%	-$185K	﹤0.01%	1211
2014 Q2	$276K	Sell	6,005 -2,966	-33%	-$131K	0.01%	777
2014 Q1	$400K	Sell	8,971 -230	-2%	-$9.94K	0.01%	660
2013 Q4	$448K	Buy	9,201 +9,118	+10,986%	+$414K	0.02%	607
2013 Q3	$3K	Buy	+83	New	+$3.2K	﹤0.01%	1616

Other funds holding AZZ

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return