MWM
ACM icon

MinichMacGregor Wealth Management’s Aecom ACM Stock Holding History

MinichMacGregor Wealth Management’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-161
Closed -$5K – 425
2015
Q4 		$5K Buy
+161
New +$4.84K ﹤0.01% 283

Other funds holding ACM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MinichMacGregor Wealth Management's ACM Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of Aecom (ACM) in Q1 2016, closing a stake of 161 shares — an estimated $5K sold.

MinichMacGregor Wealth Management first reported a position in ACM in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 253 funds tracked by Wall St. Rank hold ACM as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining Aecom position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 161 Aecom shares in Q1 2016, an estimated $5K.
  • MinichMacGregor Wealth Management first reported a position in Aecom in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Aecom position peaked at $5K in Q4 2015.
  • 253 funds tracked by Wall St. Rank held Aecom as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.