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Independent Portfolio Consultants’s Acuity Brands AYI Stock Holding History

Independent Portfolio Consultants’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$206K Sell
1,013
-505
-33% -$89.2K 0.09% 286
2017
Q1 		$310K Sell
1,518
-762
-33% -$161K 0.11% 272
2016
Q4 		$526K Buy
2,280
+145
+7% +$35.2K 0.17% 208
2016
Q3 		$565K Buy
2,135
+40
+2% +$10.6K 0.18% 210
2016
Q2 		$519K Sell
2,095
-2,155
-51% -$538K 0.16% 212
2016
Q1 		$927K Buy
4,250
+1,165
+38% +$240K 0.26% 117
2015
Q4 		$721K Buy
+3,085
New +$670K 0.21% 139

Other funds holding AYI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its Acuity Brands (AYI) stake by 33% in Q2 2017, selling an estimated $89.2K and leaving 1,013 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #286.

Independent Portfolio Consultants first reported a position in AYI in Q4 2015 and has held it in 7 quarters since. The position peaked at $927K in Q1 2016. 436 funds tracked by Wall St. Rank hold AYI as of Q2 2017.

  • Independent Portfolio Consultants held 1,013 shares of Acuity Brands worth $206K as of Q2 2017.
  • Independent Portfolio Consultants sold 505 Acuity Brands shares in Q2 2017, an estimated $89.2K.
  • Acuity Brands made up 0.09% of Independent Portfolio Consultants's portfolio in Q2 2017, its #286 holding.
  • Independent Portfolio Consultants first reported a position in Acuity Brands in Q4 2015 and has held it in 7 quarters since.
  • Independent Portfolio Consultants's Acuity Brands position peaked at $927K in Q1 2016.
  • 436 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2017.

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