IPC
AMWD

Independent Portfolio Consultants’s American Woodmark AMWD Stock Holding History

Independent Portfolio Consultants’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 		$519K Sell
5,433
-627
-10% -$57.5K 0.22% 157
2017
Q1 		$556K Buy
+6,060
New +$485K 0.19% 187

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independent Portfolio Consultants's AMWD Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its American Woodmark (AMWD) stake by 10% in Q2 2017, selling an estimated $57.5K and leaving 5,433 shares worth $519K. The position accounts for 0.22% of the portfolio, ranked #157.

Independent Portfolio Consultants first reported a position in AMWD in Q1 2017 and has held it in 2 quarters since. The position peaked at $556K in Q1 2017. 181 funds tracked by Wall St. Rank hold AMWD as of Q2 2017.

  • Independent Portfolio Consultants held 5,433 shares of American Woodmark worth $519K as of Q2 2017.
  • Independent Portfolio Consultants sold 627 American Woodmark shares in Q2 2017, an estimated $57.5K.
  • American Woodmark made up 0.22% of Independent Portfolio Consultants's portfolio in Q2 2017, its #157 holding.
  • Independent Portfolio Consultants first reported a position in American Woodmark in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's American Woodmark position peaked at $556K in Q1 2017.
  • 181 funds tracked by Wall St. Rank held American Woodmark as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.