IPC
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Independent Portfolio Consultants’s Eagle Materials EXP Stock Holding History

Independent Portfolio Consultants’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$134K Sell
1,445
-440
-23% -$42.3K 0.06% 368
2017
Q1 		$183K Sell
1,885
-750
-28% -$76.4K 0.06% 344
2016
Q4 		$260K Sell
2,635
-5
-0.2% -$449 0.09% 283
2016
Q3 		$204K Buy
+2,640
New +$212K 0.06% 319

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its Eagle Materials (EXP) stake by 23% in Q2 2017, selling an estimated $42.3K and leaving 1,445 shares worth $134K. The position accounts for 0.06% of the portfolio, ranked #368.

Independent Portfolio Consultants first reported a position in EXP in Q3 2016 and has held it in 4 quarters since. The position peaked at $260K in Q4 2016. 325 funds tracked by Wall St. Rank hold EXP as of Q2 2017.

  • Independent Portfolio Consultants held 1,445 shares of Eagle Materials worth $134K as of Q2 2017.
  • Independent Portfolio Consultants sold 440 Eagle Materials shares in Q2 2017, an estimated $42.3K.
  • Eagle Materials made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #368 holding.
  • Independent Portfolio Consultants first reported a position in Eagle Materials in Q3 2016 and has held it in 4 quarters since.
  • Independent Portfolio Consultants's Eagle Materials position peaked at $260K in Q4 2016.
  • 325 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2017.

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