Ironwood Investment Management’s AZZ Inc AZZ Stock Holding History

Ironwood Investment Management’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
2017 Q4	–	Sell	-25,780	Closed	-$1.25M	–	160
2017 Q3	$1.25M	Buy	25,780 +7,455	+41%	+$371K	0.88%	34
2017 Q2	$1.02M	Buy	18,325 +400	+2%	+$22.7K	0.74%	41
2017 Q1	$1.07M	Buy	17,925 +65	+0.4%	+$3.84K	0.8%	38
2016 Q4	$1.14M	Hold	17,860	–	–	0.83%	40
2016 Q3	$1.17M	Sell	17,860 -20	-0.1%	-$1.28K	0.9%	35
2016 Q2	$1.07M	Sell	17,880 -6,500	-27%	-$372K	0.8%	49
2016 Q1	$1.38M	Hold	24,380	–	–	0.9%	40
2015 Q4	$1.35M	Hold	24,380	–	–	0.56%	69
2015 Q3	$1.19M	Hold	24,380	–	–	0.44%	75
2015 Q2	$1.26M	Hold	24,380	–	–	0.29%	89
2015 Q1	$1.14M	Buy	24,380 +130	+0.5%	+$5.73K	0.21%	99
2014 Q4	$1.14M	Hold	24,250	–	–	0.21%	98
2014 Q3	$1.01M	Hold	24,250	–	–	0.18%	107
2014 Q2	$1.12M	Sell	24,250 -300	-1%	-$13.2K	0.18%	105
2014 Q1	$1.1M	Buy	24,550 +1,450	+6%	+$62.6K	0.16%	100
2013 Q4	$1.13M	Hold	23,100	–	–	0.16%	99
2013 Q3	$967K	Buy	+23,100	New	+$891K	0.15%	103

Other funds holding AZZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Investment Management's AZZ Position: Q4 2017 in Review

Ironwood Investment Management sold out of AZZ Inc (AZZ) in Q4 2017, closing a stake of 25,780 shares — an estimated $1.25M sold.

Ironwood Investment Management first reported a position in AZZ in Q3 2013 and held it in 17 quarters. The position peaked at $1.38M in Q1 2016. 156 funds tracked by Wall St. Rank hold AZZ as of Q4 2017.

Ironwood Investment Management reported no remaining AZZ Inc position as of Q4 2017 after selling out during the quarter.
Ironwood Investment Management sold 25,780 AZZ Inc shares in Q4 2017, an estimated $1.25M.
Ironwood Investment Management first reported a position in AZZ Inc in Q3 2013 and held it in 17 quarters.
Ironwood Investment Management's AZZ Inc position peaked at $1.38M in Q1 2016.
156 funds tracked by Wall St. Rank held AZZ Inc as of Q4 2017.

Based on Ironwood Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.