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FDx Advisors’s Graham Corp GHM Stock Holding History

FDx Advisors’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-12,304
Closed -$242K – 1268
2017
Q2 		$242K Sell
12,304
-877
-7% -$18.7K 0.01% 1071
2017
Q1 		$303K Buy
13,181
+945
+8% +$21.6K 0.01% 971
2016
Q4 		$271K Buy
+12,236
New +$250K 0.01% 982

Other funds holding GHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

FDx Advisors's GHM Position: Q3 2017 in Review

FDx Advisors sold out of Graham Corp (GHM) in Q3 2017, closing a stake of 12,304 shares — an estimated $242K sold.

FDx Advisors first reported a position in GHM in Q4 2016 and held it in 3 quarters. The position peaked at $303K in Q1 2017. 79 funds tracked by Wall St. Rank hold GHM as of Q3 2017.

  • FDx Advisors reported no remaining Graham Corp position as of Q3 2017 after selling out during the quarter.
  • FDx Advisors sold 12,304 Graham Corp shares in Q3 2017, an estimated $242K.
  • FDx Advisors first reported a position in Graham Corp in Q4 2016 and held it in 3 quarters.
  • FDx Advisors's Graham Corp position peaked at $303K in Q1 2017.
  • 79 funds tracked by Wall St. Rank held Graham Corp as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.