MWM
WMS icon

MinichMacGregor Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

MinichMacGregor Wealth Management’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-18,380
Closed -$372K – 116
2018
Q4 		$372K Buy
+18,380
New +$494K 0.25% 76

Other funds holding WMS

BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

MinichMacGregor Wealth Management's WMS Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of Advanced Drainage Systems (WMS) in Q1 2019, closing a stake of 18,380 shares — an estimated $372K sold.

MinichMacGregor Wealth Management first reported a position in WMS in Q4 2018 and held it in 1 quarter. The position peaked at $372K in Q4 2018. 136 funds tracked by Wall St. Rank hold WMS as of Q1 2019.

  • MinichMacGregor Wealth Management reported no remaining Advanced Drainage Systems position as of Q1 2019 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 18,380 Advanced Drainage Systems shares in Q1 2019, an estimated $372K.
  • MinichMacGregor Wealth Management first reported a position in Advanced Drainage Systems in Q4 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Advanced Drainage Systems position peaked at $372K in Q4 2018.
  • 136 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.