Jacobs Levy Equity Management’s Ameresco AMRC Stock Holding History

Jacobs Levy Equity Management’s Portfolio AMRC Stock Details AMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-17,900	Closed	-$117K	–	924
2017 Q1	$117K	Hold	17,900	–	–	﹤0.01%	850
2016 Q4	$98K	Sell	17,900 -3,600	-17%	-$20K	﹤0.01%	908
2016 Q3	$113K	Sell	21,500 -17,524	-45%	-$86.8K	﹤0.01%	959
2016 Q2	$171K	Buy	+39,024	New	+$177K	﹤0.01%	1035
2015 Q1	–	Sell	-20,500	Closed	-$144K	–	783
2014 Q4	$144K	Buy	+20,500	New	+$155K	﹤0.01%	761
2014 Q2	–	Sell	-23,539	Closed	-$178K	–	828
2014 Q1	$178K	Buy	+23,539	New	+$223K	﹤0.01%	829

Other funds holding AMRC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management's AMRC Position: Q2 2017 in Review

Jacobs Levy Equity Management sold out of Ameresco (AMRC) in Q2 2017, closing a stake of 17,900 shares — an estimated $117K sold.

Jacobs Levy Equity Management first reported a position in AMRC in Q1 2014 and held it in 6 quarters. The position peaked at $178K in Q1 2014. 75 funds tracked by Wall St. Rank hold AMRC as of Q2 2017.

Jacobs Levy Equity Management reported no remaining Ameresco position as of Q2 2017 after selling out during the quarter.
Jacobs Levy Equity Management sold 17,900 Ameresco shares in Q2 2017, an estimated $117K.
Jacobs Levy Equity Management first reported a position in Ameresco in Q1 2014 and held it in 6 quarters.
Jacobs Levy Equity Management's Ameresco position peaked at $178K in Q1 2014.
75 funds tracked by Wall St. Rank held Ameresco as of Q2 2017.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2017, filed 14 Aug 2017.