Impax Asset Management (UK)’s Advanced Drainage Systems WMS Stock Holding History

Impax Asset Management (UK)’s Portfolio WMS Stock Details WMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$111M	Sell	3,878,781 -423,114	-10%	-$11.3M	2.69%	12
2018 Q1	$111M	Sell	4,301,895 -79,286	-2%	-$2.01M	2.96%	11
2017 Q4	$104M	Sell	4,381,181 -102,018	-2%	-$2.2M	2.88%	12
2017 Q3	$90.8M	Buy	4,483,199 +203,697	+5%	+$4.1M	2.78%	12
2017 Q2	$86M	Buy	4,279,502 +1,453,044	+51%	+$31.2M	2.89%	11
2017 Q1	$61.9M	Buy	2,826,458 +127,973	+5%	+$2.9M	2.56%	14
2016 Q4	$55.6M	Buy	2,698,485 +920,523	+52%	+$19.3M	2.45%	14
2016 Q3	$42.8M	Buy	1,777,962 +714,995	+67%	+$18.2M	1.96%	20
2016 Q2	$29.1M	Buy	1,062,967 +462,091	+77%	+$11.2M	1.45%	26
2016 Q1	$12.8M	Sell	600,876 -240,924	-29%	-$4.95M	0.69%	49
2015 Q4	$20.2M	Sell	841,800 -291,900	-26%	-$8.25M	1.26%	31
2015 Q3	$32.8M	Sell	1,133,700 -88,000	-7%	-$2.55M	2.28%	17
2015 Q2	$35.8M	Sell	1,221,700 -39,000	-3%	-$1.15M	2.25%	16
2015 Q1	$37.7M	Buy	1,260,700 +557,900	+79%	+$14.5M	2.49%	16
2014 Q4	$16.2M	Buy	+702,800	New	+$15.4M	1.09%	34

Other funds holding WMS

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Impax Asset Management (UK)'s WMS Position: Q2 2018 in Review

Impax Asset Management (UK) reduced its Advanced Drainage Systems (WMS) stake by 9.8% in Q2 2018, selling an estimated $11.3M and leaving 3,878,781 shares worth $111M. The position accounts for 2.69% of the portfolio, ranked #12.

Impax Asset Management (UK) first reported a position in WMS in Q4 2014 and has held it in 15 quarters since. The position peaked at $111M in Q1 2018. 118 funds tracked by Wall St. Rank hold WMS as of Q2 2018.

Impax Asset Management (UK) held 3,878,781 shares of Advanced Drainage Systems worth $111M as of Q2 2018.
Impax Asset Management (UK) sold 423,114 Advanced Drainage Systems shares in Q2 2018, an estimated $11.3M.
Advanced Drainage Systems made up 2.69% of Impax Asset Management (UK)'s portfolio in Q2 2018, its #12 holding.
Impax Asset Management (UK) first reported a position in Advanced Drainage Systems in Q4 2014 and has held it in 15 quarters since.
Impax Asset Management (UK)'s Advanced Drainage Systems position peaked at $111M in Q1 2018.
118 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2018.

Based on Impax Asset Management (UK)'s 13F filing for Q2 2018, filed 14 Aug 2018.