RA
AMWD

Rational Advisors’s American Woodmark AMWD Stock Holding History

Rational 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
2016
Q4 		– Sell
-1,600
Closed -$129K – 211
2016
Q3 		$129K Buy
+1,600
New +$125K 0.08% 203

Other funds holding AMWD

BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Rational Advisors's AMWD Position: Q4 2016 in Review

Rational Advisors sold out of American Woodmark (AMWD) in Q4 2016, closing a stake of 1,600 shares — an estimated $129K sold.

Rational Advisors first reported a position in AMWD in Q3 2016 and held it in 1 quarter. The position peaked at $129K in Q3 2016. 180 funds tracked by Wall St. Rank hold AMWD as of Q4 2016.

  • Rational Advisors reported no remaining American Woodmark position as of Q4 2016 after selling out during the quarter.
  • Rational Advisors sold 1,600 American Woodmark shares in Q4 2016, an estimated $129K.
  • Rational Advisors first reported a position in American Woodmark in Q3 2016 and held it in 1 quarter.
  • Rational Advisors's American Woodmark position peaked at $129K in Q3 2016.
  • 180 funds tracked by Wall St. Rank held American Woodmark as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.