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MinichMacGregor Wealth Management’s Acuity Brands AYI Stock Holding History

MinichMacGregor Wealth Management’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-24
Closed -$4K – 473
2017
Q2 		$4K Hold
24
– – ﹤0.01% 355
2017
Q1 		$4K Hold
24
– – ﹤0.01% 351
2016
Q4 		$5K Buy
+24
New +$5.82K ﹤0.01% 332

Other funds holding AYI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

MinichMacGregor Wealth Management's AYI Position: Q3 2017 in Review

MinichMacGregor Wealth Management sold out of Acuity Brands (AYI) in Q3 2017, closing a stake of 24 shares — an estimated $4K sold.

MinichMacGregor Wealth Management first reported a position in AYI in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q4 2016. 401 funds tracked by Wall St. Rank hold AYI as of Q3 2017.

  • MinichMacGregor Wealth Management reported no remaining Acuity Brands position as of Q3 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 24 Acuity Brands shares in Q3 2017, an estimated $4K.
  • MinichMacGregor Wealth Management first reported a position in Acuity Brands in Q4 2016 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Acuity Brands position peaked at $5K in Q4 2016.
  • 401 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2017, filed 3 Jul 2018.