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Forvis Mazars Wealth Advisors’s Owens Corning OC Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,932
Closed -$477K – 239
2018
Q1 		$477K Buy
5,932
+258
+5% +$22.5K 0.05% 149
2017
Q4 		$522K Buy
5,674
+836
+17% +$70.4K 0.05% 145
2017
Q3 		$374K Sell
4,838
-459
-9% -$32.1K 0.04% 162
2017
Q2 		$354K Hold
5,297
– – 0.04% 171
2017
Q1 		$325K Buy
+5,297
New +$304K 0.04% 168

Other funds holding OC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors's OC Position: Q2 2018 in Review

Forvis Mazars Wealth Advisors sold out of Owens Corning (OC) in Q2 2018, closing a stake of 5,932 shares — an estimated $477K sold.

Forvis Mazars Wealth Advisors first reported a position in OC in Q1 2017 and held it in 5 quarters. The position peaked at $522K in Q4 2017. 405 funds tracked by Wall St. Rank hold OC as of Q2 2018.

  • Forvis Mazars Wealth Advisors reported no remaining Owens Corning position as of Q2 2018 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,932 Owens Corning shares in Q2 2018, an estimated $477K.
  • Forvis Mazars Wealth Advisors first reported a position in Owens Corning in Q1 2017 and held it in 5 quarters.
  • Forvis Mazars Wealth Advisors's Owens Corning position peaked at $522K in Q4 2017.
  • 405 funds tracked by Wall St. Rank held Owens Corning as of Q2 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2018, filed 13 Jul 2018.