GI
AMWD

Gradient Investments’s American Woodmark AMWD Stock Holding History

Gradient Investments’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
2018
Q1 		– Sell
-20
Closed -$3K – 997
2017
Q4 		$3K Buy
+20
New +$2.1K ﹤0.01% 741
2017
Q3 		– Sell
-15
Closed -$1K – 257
2017
Q2 		$1K Hold
15
– – ﹤0.01% 712
2017
Q1 		$1K Hold
15
– – ﹤0.01% 699
2016
Q4 		$1K Hold
15
– – ﹤0.01% 656
2016
Q3 		$1K Hold
15
– – ﹤0.01% 634
2016
Q2 		$1K Hold
15
– – ﹤0.01% 637
2016
Q1 		$1K Hold
15
– – ﹤0.01% 646
2015
Q4 		$1K Sell
15
-15
-50% -$1.13K ﹤0.01% 613
2015
Q3 		$2K Buy
+30
New +$1.9K ﹤0.01% 509

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Gradient Investments's AMWD Position: Q1 2018 in Review

Gradient Investments sold out of American Woodmark (AMWD) in Q1 2018, closing a stake of 20 shares — an estimated $3K sold.

Gradient Investments first reported a position in AMWD in Q3 2015 and held it in 9 quarters. The position peaked at $3K in Q4 2017. 189 funds tracked by Wall St. Rank hold AMWD as of Q1 2018.

  • Gradient Investments reported no remaining American Woodmark position as of Q1 2018 after selling out during the quarter.
  • Gradient Investments sold 20 American Woodmark shares in Q1 2018, an estimated $3K.
  • Gradient Investments first reported a position in American Woodmark in Q3 2015 and held it in 9 quarters.
  • Gradient Investments's American Woodmark position peaked at $3K in Q4 2017.
  • 189 funds tracked by Wall St. Rank held American Woodmark as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.