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Hapanowicz & Associates Financial Services’s Ameresco AMRC Stock Holding History

Hapanowicz & Associates Financial Services’s Portfolio AMRC Stock Details AMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-33,035
Closed -$209K – 21
2017
Q1 		$209K Sell
33,035
-35,664
-52% -$195K 0.19% 20
2016
Q4 		$355K Buy
+68,699
New +$382K 0.33% 15

Other funds holding AMRC

Wellington Management Group
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GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hapanowicz & Associates Financial Services's AMRC Position: Q2 2017 in Review

Hapanowicz & Associates Financial Services sold out of Ameresco (AMRC) in Q2 2017, closing a stake of 33,035 shares — an estimated $209K sold.

Hapanowicz & Associates Financial Services first reported a position in AMRC in Q4 2016 and held it in 2 quarters. The position peaked at $355K in Q4 2016. 75 funds tracked by Wall St. Rank hold AMRC as of Q2 2017.

  • Hapanowicz & Associates Financial Services reported no remaining Ameresco position as of Q2 2017 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 33,035 Ameresco shares in Q2 2017, an estimated $209K.
  • Hapanowicz & Associates Financial Services first reported a position in Ameresco in Q4 2016 and held it in 2 quarters.
  • Hapanowicz & Associates Financial Services's Ameresco position peaked at $355K in Q4 2016.
  • 75 funds tracked by Wall St. Rank held Ameresco as of Q2 2017.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2017, filed 28 Jul 2017.