ICRM
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Insight Capital Research & Management’s Comfort Systems FIX Stock Holding History

Insight Capital Research & Management’s Portfolio FIX Stock Details FIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-72,109
Closed -$2.35M – 110
2016
Q2 		$2.35M Sell
72,109
-16,471
-19% -$525K 0.82% 72
2016
Q1 		$2.81M Sell
88,580
-778
-0.9% -$22K 0.87% 60
2015
Q4 		$2.54M Buy
+89,358
New +$2.72M 0.74% 62

Other funds holding FIX

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Insight Capital Research & Management's FIX Position: Q3 2016 in Review

Insight Capital Research & Management sold out of Comfort Systems (FIX) in Q3 2016, closing a stake of 72,109 shares — an estimated $2.35M sold.

Insight Capital Research & Management first reported a position in FIX in Q4 2015 and held it in 3 quarters. The position peaked at $2.81M in Q1 2016. 203 funds tracked by Wall St. Rank hold FIX as of Q3 2016.

  • Insight Capital Research & Management reported no remaining Comfort Systems position as of Q3 2016 after selling out during the quarter.
  • Insight Capital Research & Management sold 72,109 Comfort Systems shares in Q3 2016, an estimated $2.35M.
  • Insight Capital Research & Management first reported a position in Comfort Systems in Q4 2015 and held it in 3 quarters.
  • Insight Capital Research & Management's Comfort Systems position peaked at $2.81M in Q1 2016.
  • 203 funds tracked by Wall St. Rank held Comfort Systems as of Q3 2016.

Based on Insight Capital Research & Management's 13F filing for Q3 2016, filed 24 Oct 2016.