FI
AYI icon

FormulaFolio Investments’s Acuity Brands AYI Stock Holding History

FormulaFolio Investments’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-988
Closed -$201K – 221
2017
Q2 		$201K Hold
988
– – 0.02% 209
2017
Q1 		$202K Hold
988
– – 0.02% 205
2016
Q4 		$228K Sell
988
-13
-1% -$3.15K 0.03% 173
2016
Q3 		$265K Hold
1,001
– – 0.04% 115
2016
Q2 		$248K Hold
1,001
– – 0.04% 107
2016
Q1 		$218K Buy
+1,001
New +$207K 0.04% 120

Other funds holding AYI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

FormulaFolio Investments's AYI Position: Q3 2017 in Review

FormulaFolio Investments sold out of Acuity Brands (AYI) in Q3 2017, closing a stake of 988 shares — an estimated $201K sold.

FormulaFolio Investments first reported a position in AYI in Q1 2016 and held it in 6 quarters. The position peaked at $265K in Q3 2016. 400 funds tracked by Wall St. Rank hold AYI as of Q3 2017.

  • FormulaFolio Investments reported no remaining Acuity Brands position as of Q3 2017 after selling out during the quarter.
  • FormulaFolio Investments sold 988 Acuity Brands shares in Q3 2017, an estimated $201K.
  • FormulaFolio Investments first reported a position in Acuity Brands in Q1 2016 and held it in 6 quarters.
  • FormulaFolio Investments's Acuity Brands position peaked at $265K in Q3 2016.
  • 400 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2017.

Based on FormulaFolio Investments's 13F filing for Q3 2017, filed 18 Oct 2017.