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Index Management Solutions’s Applied Industrial Technologies AIT Stock Holding History

Index Management Solutions’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-4,543
Closed -$207K – 803
2014
Q3 		$207K Buy
4,543
+786
+21% +$38.5K 0.02% 619
2014
Q2 		$191K Buy
3,757
+2,616
+229% +$126K 0.02% 653
2014
Q1 		$55K Buy
+1,141
New +$56K 0.01% 762

Other funds holding AIT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Index Management Solutions's AIT Position: Q4 2014 in Review

Index Management Solutions sold out of Applied Industrial Technologies (AIT) in Q4 2014, closing a stake of 4,543 shares — an estimated $207K sold.

Index Management Solutions first reported a position in AIT in Q1 2014 and held it in 3 quarters. The position peaked at $207K in Q3 2014. 171 funds tracked by Wall St. Rank hold AIT as of Q4 2014.

  • Index Management Solutions reported no remaining Applied Industrial Technologies position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 4,543 Applied Industrial Technologies shares in Q4 2014, an estimated $207K.
  • Index Management Solutions first reported a position in Applied Industrial Technologies in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Applied Industrial Technologies position peaked at $207K in Q3 2014.
  • 171 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.