Gradient Investments’s Applied Industrial Technologies AIT Stock Holding History

Gradient 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 Q4	–	Sell	-14	Closed	-$1K	–	923
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	878
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	870
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	867
2017 Q4	$1K	Buy	+14	New	+$891	﹤0.01%	855

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Gradient Investments's AIT Position: Q4 2018 in Review

Gradient Investments sold out of Applied Industrial Technologies (AIT) in Q4 2018, closing a stake of 14 shares — an estimated $1K sold.

Gradient Investments first reported a position in AIT in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 240 funds tracked by Wall St. Rank hold AIT as of Q4 2018.

Gradient Investments reported no remaining Applied Industrial Technologies position as of Q4 2018 after selling out during the quarter.
Gradient Investments sold 14 Applied Industrial Technologies shares in Q4 2018, an estimated $1K.
Gradient Investments first reported a position in Applied Industrial Technologies in Q4 2017 and held it in 4 quarters.
Gradient Investments's Applied Industrial Technologies position peaked at $1K in Q3 2018.
240 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.