PMFA
AMWD

Plante Moran Financial Advisors’s American Woodmark AMWD Stock Holding History

Plante Moran Financial Advisors’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
2018
Q2 		– Sell
-23
Closed -$2K – 810
2018
Q1 		$2K Buy
+23
New +$2.88K ﹤0.01% 815
2017
Q1 		– Sell
-48
Closed -$4K – 871
2016
Q4 		$4K Buy
48
+9
+23% +$695 ﹤0.01% 738
2016
Q3 		$3K Sell
39
-5
-11% -$391 ﹤0.01% 769
2016
Q2 		$3K Buy
+44
New +$3.18K ﹤0.01% 705

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Plante Moran Financial Advisors's AMWD Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of American Woodmark (AMWD) in Q2 2018, closing a stake of 23 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in AMWD in Q2 2016 and held it in 4 quarters. The position peaked at $4K in Q4 2016. 186 funds tracked by Wall St. Rank hold AMWD as of Q2 2018.

  • Plante Moran Financial Advisors reported no remaining American Woodmark position as of Q2 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 23 American Woodmark shares in Q2 2018, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in American Woodmark in Q2 2016 and held it in 4 quarters.
  • Plante Moran Financial Advisors's American Woodmark position peaked at $4K in Q4 2016.
  • 186 funds tracked by Wall St. Rank held American Woodmark as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.