PO
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Private Ocean’s Aecom ACM Stock Holding History

Private Ocean’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-87
Closed -$3K – 346
2018
Q3 		$3K Hold
87
– – ﹤0.01% 309
2018
Q2 		$3K Buy
87
+1
+1% +$34 ﹤0.01% 332
2018
Q1 		$3K Buy
86
+23
+37% +$849 ﹤0.01% 355
2017
Q4 		$2K Hold
63
– – ﹤0.01% 340
2017
Q3 		$2K Hold
63
– – ﹤0.01% 189
2017
Q2 		$2K Hold
63
– – ﹤0.01% 160
2017
Q1 		$2K Buy
+63
New +$2.3K ﹤0.01% 162

Other funds holding ACM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Private Ocean's ACM Position: Q4 2018 in Review

Private Ocean sold out of Aecom (ACM) in Q4 2018, closing a stake of 87 shares — an estimated $3K sold.

Private Ocean first reported a position in ACM in Q1 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 269 funds tracked by Wall St. Rank hold ACM as of Q4 2018.

  • Private Ocean reported no remaining Aecom position as of Q4 2018 after selling out during the quarter.
  • Private Ocean sold 87 Aecom shares in Q4 2018, an estimated $3K.
  • Private Ocean first reported a position in Aecom in Q1 2017 and held it in 7 quarters.
  • Private Ocean's Aecom position peaked at $3K in Q3 2018.
  • 269 funds tracked by Wall St. Rank held Aecom as of Q4 2018.

Based on Private Ocean's 13F filing for Q4 2018, filed 31 Jan 2019.