MIM
AMWD

Montgomery Investment Management’s American Woodmark AMWD Stock Holding History

Montgomery Investment Management’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-9,000
Closed -$312K – 65
2013
Q3 		$312K Hold
9,000
– – 0.17% 69
2013
Q2 		$312K Buy
+9,000
New +$307K 0.17% 67

Other funds holding AMWD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Montgomery Investment Management's AMWD Position: Q4 2013 in Review

Montgomery Investment Management sold out of American Woodmark (AMWD) in Q4 2013, closing a stake of 9,000 shares — an estimated $312K sold.

Montgomery Investment Management first reported a position in AMWD in Q2 2013 and held it in 2 quarters. The position peaked at $312K in Q3 2013. 124 funds tracked by Wall St. Rank hold AMWD as of Q4 2013.

  • Montgomery Investment Management reported no remaining American Woodmark position as of Q4 2013 after selling out during the quarter.
  • Montgomery Investment Management sold 9,000 American Woodmark shares in Q4 2013, an estimated $312K.
  • Montgomery Investment Management first reported a position in American Woodmark in Q2 2013 and held it in 2 quarters.
  • Montgomery Investment Management's American Woodmark position peaked at $312K in Q3 2013.
  • 124 funds tracked by Wall St. Rank held American Woodmark as of Q4 2013.

Based on Montgomery Investment Management's 13F filing for Q4 2013, filed 23 Jan 2014.