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Reilly Financial Advisors’s Applied Industrial Technologies AIT Stock Holding History

Reilly Financial 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
Q4 		– Sell
-15
Closed -$1K – 962
2017
Q3 		$1K Buy
+15
New +$871 ﹤0.01% 933

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HA
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Dimensional Fund Advisors
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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Reilly Financial Advisors's AIT Position: Q4 2017 in Review

Reilly Financial Advisors sold out of Applied Industrial Technologies (AIT) in Q4 2017, closing a stake of 15 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in AIT in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 242 funds tracked by Wall St. Rank hold AIT as of Q4 2017.

  • Reilly Financial Advisors reported no remaining Applied Industrial Technologies position as of Q4 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 15 Applied Industrial Technologies shares in Q4 2017, an estimated $1K.
  • Reilly Financial Advisors first reported a position in Applied Industrial Technologies in Q3 2017 and held it in 1 quarter.
  • Reilly Financial Advisors's Applied Industrial Technologies position peaked at $1K in Q3 2017.
  • 242 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q4 2017.

Based on Reilly Financial Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.