GA
AMWD

Geneva Advisors’s American Woodmark AMWD Stock Holding History

Geneva Advisors’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,360
Closed -$951K – 752
2017
Q1 		$951K Buy
10,360
+729
+8% +$58.4K 0.02% 366
2016
Q4 		$725K Buy
9,631
+3,158
+49% +$244K 0.01% 419
2016
Q3 		$522K Buy
+6,473
New +$506K 0.01% 457

Other funds holding AMWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneva Advisors's AMWD Position: Q2 2017 in Review

Geneva Advisors sold out of American Woodmark (AMWD) in Q2 2017, closing a stake of 10,360 shares — an estimated $951K sold.

Geneva Advisors first reported a position in AMWD in Q3 2016 and held it in 3 quarters. The position peaked at $951K in Q1 2017. 181 funds tracked by Wall St. Rank hold AMWD as of Q2 2017.

  • Geneva Advisors reported no remaining American Woodmark position as of Q2 2017 after selling out during the quarter.
  • Geneva Advisors sold 10,360 American Woodmark shares in Q2 2017, an estimated $951K.
  • Geneva Advisors first reported a position in American Woodmark in Q3 2016 and held it in 3 quarters.
  • Geneva Advisors's American Woodmark position peaked at $951K in Q1 2017.
  • 181 funds tracked by Wall St. Rank held American Woodmark as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.