Essex Investment Management’s Installed Building Products IBP Stock Holding History

Essex Investment Management’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-28,188	Closed	-$1.83M	–	376
2017 Q3	$1.83M	Sell	28,188 -22,295	-44%	-$1.25M	0.25%	134
2017 Q2	$2.67M	Sell	50,483 -3,406	-6%	-$175K	0.38%	73
2017 Q1	$2.84M	Sell	53,889 -4,329	-7%	-$195K	0.45%	54
2016 Q4	$2.4M	Hold	58,218	–	–	0.4%	64
2016 Q3	$2.09M	Sell	58,218 -60	-0.1%	-$2.09K	0.34%	78
2016 Q2	$2.12M	Buy	58,278 +25,021	+75%	+$777K	0.35%	77
2016 Q1	$885K	Buy	+33,257	New	+$733K	0.15%	152

Other funds holding IBP

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Essex Investment Management's IBP Position: Q4 2017 in Review

Essex Investment Management sold out of Installed Building Products (IBP) in Q4 2017, closing a stake of 28,188 shares — an estimated $1.83M sold.

Essex Investment Management first reported a position in IBP in Q1 2016 and held it in 7 quarters. The position peaked at $2.84M in Q1 2017. 180 funds tracked by Wall St. Rank hold IBP as of Q4 2017.

Essex Investment Management reported no remaining Installed Building Products position as of Q4 2017 after selling out during the quarter.
Essex Investment Management sold 28,188 Installed Building Products shares in Q4 2017, an estimated $1.83M.
Essex Investment Management first reported a position in Installed Building Products in Q1 2016 and held it in 7 quarters.
Essex Investment Management's Installed Building Products position peaked at $2.84M in Q1 2017.
180 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2017.

Based on Essex Investment Management's 13F filing for Q4 2017, filed 5 Feb 2018.