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National Planning Corporation’s Ameresco AMRC Stock Holding History

National Planning Corporation’s Portfolio AMRC Stock Details AMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,652
Closed -$633K – 71
2017
Q3 		$633K Buy
+7,652
New +$54.2K 0.05% 316
2015
Q1 		– Sell
-600
Closed -$4.03K – 707
2014
Q4 		$4.03K Buy
+600
New +$4.54K ﹤0.01% 2408

Other funds holding AMRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

National Planning Corporation's AMRC Position: Q4 2017 in Review

National Planning Corporation sold out of Ameresco (AMRC) in Q4 2017, closing a stake of 7,652 shares — an estimated $633K sold.

National Planning Corporation first reported a position in AMRC in Q4 2014 and held it in 2 quarters. The position peaked at $633K in Q3 2017. 78 funds tracked by Wall St. Rank hold AMRC as of Q4 2017.

  • National Planning Corporation reported no remaining Ameresco position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 7,652 Ameresco shares in Q4 2017, an estimated $633K.
  • National Planning Corporation first reported a position in Ameresco in Q4 2014 and held it in 2 quarters.
  • National Planning Corporation's Ameresco position peaked at $633K in Q3 2017.
  • 78 funds tracked by Wall St. Rank held Ameresco as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.