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Financial Architects (New Jersey)’s Ameresco AMRC Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-200
Closed -$2K – 1387
2017
Q4 		$2K Hold
200
– – ﹤0.01% 1397
2017
Q3 		$2K Hold
200
– – ﹤0.01% 1397
2017
Q2 		$2K Hold
200
– – ﹤0.01% 1411
2017
Q1 		$1K Hold
200
– – ﹤0.01% 1502
2016
Q4 		$1K Hold
200
– – ﹤0.01% 1331
2016
Q3 		$1K Hold
200
– – ﹤0.01% 1391
2016
Q2 		$1K Hold
200
– – ﹤0.01% 1387
2016
Q1 		$1K Buy
+200
New +$1.02K ﹤0.01% 1119
2015
Q3 		– Sell
-200
Closed -$2K – 241
2015
Q2 		$2K Buy
+200
New +$1.45K ﹤0.01% 1090

Other funds holding AMRC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

Financial Architects (New Jersey)'s AMRC Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Ameresco (AMRC) in Q1 2018, closing a stake of 200 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in AMRC in Q2 2015 and held it in 9 quarters. The position peaked at $2K in Q4 2017. 80 funds tracked by Wall St. Rank hold AMRC as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining Ameresco position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 Ameresco shares in Q1 2018, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Ameresco in Q2 2015 and held it in 9 quarters.
  • Financial Architects (New Jersey)'s Ameresco position peaked at $2K in Q4 2017.
  • 80 funds tracked by Wall St. Rank held Ameresco as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.