PA
AAMI

Pinnacle Associates’s Acadian Asset Management AAMI Stock Holding History

Pinnacle Associates’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-14,489
Closed -$210K – 670
2016
Q4 		$210K Sell
14,489
-430
-3% -$6.1K ﹤0.01% 602
2016
Q3 		$208K Sell
14,919
-1,836
-11% -$24.9K ﹤0.01% 597
2016
Q2 		$224K Sell
16,755
-2,200
-12% -$30.7K ﹤0.01% 586
2016
Q1 		$253K Sell
18,955
-49,144
-72% -$587K 0.01% 551
2015
Q4 		$1.04M Sell
68,099
-570
-0.8% -$8.8K 0.02% 362
2015
Q3 		$1.06M Buy
68,669
+211
+0.3% +$3.56K 0.02% 341
2015
Q2 		$1.22M Buy
68,458
+17,623
+35% +$334K 0.02% 345
2015
Q1 		$948K Buy
50,835
+3,698
+8% +$62K 0.02% 378
2014
Q4 		$766K Buy
+47,137
New +$723K 0.02% 402

Other funds holding AAMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Pinnacle Associates's AAMI Position: Q1 2017 in Review

Pinnacle Associates sold out of Acadian Asset Management (AAMI) in Q1 2017, closing a stake of 14,489 shares — an estimated $210K sold.

Pinnacle Associates first reported a position in AAMI in Q4 2014 and held it in 9 quarters. The position peaked at $1.22M in Q2 2015. 123 funds tracked by Wall St. Rank hold AAMI as of Q1 2017.

  • Pinnacle Associates reported no remaining Acadian Asset Management position as of Q1 2017 after selling out during the quarter.
  • Pinnacle Associates sold 14,489 Acadian Asset Management shares in Q1 2017, an estimated $210K.
  • Pinnacle Associates first reported a position in Acadian Asset Management in Q4 2014 and held it in 9 quarters.
  • Pinnacle Associates's Acadian Asset Management position peaked at $1.22M in Q2 2015.
  • 123 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2017.

Based on Pinnacle Associates's 13F filing for Q1 2017, filed 10 May 2017.