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Mosaic Family Wealth’s Acuity Brands AYI Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-20
Closed -$2K – 203
2019
Q1 		$2K Buy
+20
New +$2.49K ﹤0.01% 635
2017
Q4 		– Sell
-20
Closed -$3K – 695
2017
Q3 		$3K Buy
+20
New +$3.73K ﹤0.01% 781

Other funds holding AYI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mosaic Family Wealth's AYI Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Acuity Brands (AYI) in Q2 2019, closing a stake of 20 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in AYI in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 399 funds tracked by Wall St. Rank hold AYI as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Acuity Brands position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 20 Acuity Brands shares in Q2 2019, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Acuity Brands in Q3 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's Acuity Brands position peaked at $3K in Q3 2017.
  • 399 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.