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Patriot Financial Group Insurance Agency’s Eagle Materials EXP Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-9
Closed -$1K – 958
2017
Q4 		$1K Sell
9
-5
-36% -$541 ﹤0.01% 891
2017
Q3 		$2K Buy
14
+3
+27% +$286 ﹤0.01% 831
2017
Q2 		$1K Buy
+11
New +$1.06K ﹤0.01% 872

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EXP Position: Q1 2018 in Review

Patriot Financial Group Insurance Agency sold out of Eagle Materials (EXP) in Q1 2018, closing a stake of 9 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in EXP in Q2 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2017. 329 funds tracked by Wall St. Rank hold EXP as of Q1 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Eagle Materials position as of Q1 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9 Eagle Materials shares in Q1 2018, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Eagle Materials in Q2 2017 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Eagle Materials position peaked at $2K in Q3 2017.
  • 329 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2018, filed 14 May 2018.