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Independent Portfolio Consultants’s AZZ Inc AZZ Stock Holding History

Independent Portfolio Consultants’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,430
Closed -$79K – 750
2015
Q4 		$79K Hold
1,430
– – 0.02% 507
2015
Q3 		$70K Buy
+1,430
New +$73.4K 0.02% 528

Other funds holding AZZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Portfolio Consultants's AZZ Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of AZZ Inc (AZZ) in Q1 2016, closing a stake of 1,430 shares — an estimated $79K sold.

Independent Portfolio Consultants first reported a position in AZZ in Q3 2015 and held it in 2 quarters. The position peaked at $79K in Q4 2015. 178 funds tracked by Wall St. Rank hold AZZ as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining AZZ Inc position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,430 AZZ Inc shares in Q1 2016, an estimated $79K.
  • Independent Portfolio Consultants first reported a position in AZZ Inc in Q3 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's AZZ Inc position peaked at $79K in Q4 2015.
  • 178 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.