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FormulaFolio Investments’s Applied Industrial Technologies AIT Stock Holding History

FormulaFolio Investments’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,891
Closed -$537K – 270
2017
Q4 		$537K Sell
7,891
-329
-4% -$20.9K 0.04% 164
2017
Q3 		$541K Buy
8,220
+200
+2% +$11.6K 0.04% 127
2017
Q2 		$474K Buy
8,020
+1,286
+19% +$78.8K 0.04% 131
2017
Q1 		$416K Buy
6,734
+155
+2% +$9.56K 0.05% 128
2016
Q4 		$391K Buy
+6,579
New +$357K 0.05% 120

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FormulaFolio Investments's AIT Position: Q1 2018 in Review

FormulaFolio Investments sold out of Applied Industrial Technologies (AIT) in Q1 2018, closing a stake of 7,891 shares — an estimated $537K sold.

FormulaFolio Investments first reported a position in AIT in Q4 2016 and held it in 5 quarters. The position peaked at $541K in Q3 2017. 253 funds tracked by Wall St. Rank hold AIT as of Q1 2018.

  • FormulaFolio Investments reported no remaining Applied Industrial Technologies position as of Q1 2018 after selling out during the quarter.
  • FormulaFolio Investments sold 7,891 Applied Industrial Technologies shares in Q1 2018, an estimated $537K.
  • FormulaFolio Investments first reported a position in Applied Industrial Technologies in Q4 2016 and held it in 5 quarters.
  • FormulaFolio Investments's Applied Industrial Technologies position peaked at $541K in Q3 2017.
  • 253 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2018.

Based on FormulaFolio Investments's 13F filing for Q1 2018, filed 1 May 2018.