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RKL Wealth Management’s Acuity Brands AYI Stock Holding History

RKL Wealth Management’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,682
Closed -$288K – 137
2017
Q3 		$288K Hold
1,682
– – 0.08% 130
2017
Q2 		$342K Buy
+1,682
New +$297K 0.11% 113

Other funds holding AYI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RKL Wealth Management's AYI Position: Q4 2017 in Review

RKL Wealth Management sold out of Acuity Brands (AYI) in Q4 2017, closing a stake of 1,682 shares — an estimated $288K sold.

RKL Wealth Management first reported a position in AYI in Q2 2017 and held it in 2 quarters. The position peaked at $342K in Q2 2017. 417 funds tracked by Wall St. Rank hold AYI as of Q4 2017.

  • RKL Wealth Management reported no remaining Acuity Brands position as of Q4 2017 after selling out during the quarter.
  • RKL Wealth Management sold 1,682 Acuity Brands shares in Q4 2017, an estimated $288K.
  • RKL Wealth Management first reported a position in Acuity Brands in Q2 2017 and held it in 2 quarters.
  • RKL Wealth Management's Acuity Brands position peaked at $342K in Q2 2017.
  • 417 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2017.

Based on RKL Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.