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R&F Capital Advisors’s Applied Industrial Technologies AIT Stock Holding History

R&F Capital Advisors’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$211K Sell
3,408
-509
-13% -$31.4K 0.05% 537
2016
Q4 		$233K Buy
+3,917
New +$213K 0.08% 373

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

R&F Capital Advisors's AIT Position: Q1 2017 in Review

R&F Capital Advisors reduced its Applied Industrial Technologies (AIT) stake by 13% in Q1 2017, selling an estimated $31.4K and leaving 3,408 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #537.

R&F Capital Advisors first reported a position in AIT in Q4 2016 and has held it in 2 quarters since. The position peaked at $233K in Q4 2016. 208 funds tracked by Wall St. Rank hold AIT as of Q1 2017.

  • R&F Capital Advisors held 3,408 shares of Applied Industrial Technologies worth $211K as of Q1 2017.
  • R&F Capital Advisors sold 509 Applied Industrial Technologies shares in Q1 2017, an estimated $31.4K.
  • Applied Industrial Technologies made up 0.05% of R&F Capital Advisors's portfolio in Q1 2017, its #537 holding.
  • R&F Capital Advisors first reported a position in Applied Industrial Technologies in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's Applied Industrial Technologies position peaked at $233K in Q4 2016.
  • 208 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.