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Spruce House Investment Management’s IES Holdings IESC Stock Holding History

Spruce House Investment Management’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-426,091
Closed -$3.26M – 9
2014
Q4 		$3.26M Buy
+426,091
New +$3.29M 0.81% 9

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TBAM
True Bearing Asset Management San Francisco, California $19M AUM 6.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spruce House Investment Management's IESC Position: Q1 2015 in Review

Spruce House Investment Management sold out of IES Holdings (IESC) in Q1 2015, closing a stake of 426,091 shares — an estimated $3.26M sold.

Spruce House Investment Management first reported a position in IESC in Q4 2014 and held it in 1 quarter. The position peaked at $3.26M in Q4 2014. 25 funds tracked by Wall St. Rank hold IESC as of Q1 2015.

  • Spruce House Investment Management reported no remaining IES Holdings position as of Q1 2015 after selling out during the quarter.
  • Spruce House Investment Management sold 426,091 IES Holdings shares in Q1 2015, an estimated $3.26M.
  • Spruce House Investment Management first reported a position in IES Holdings in Q4 2014 and held it in 1 quarter.
  • Spruce House Investment Management's IES Holdings position peaked at $3.26M in Q4 2014.
  • 25 funds tracked by Wall St. Rank held IES Holdings as of Q1 2015.

Based on Spruce House Investment Management's 13F filing for Q1 2015, filed 15 May 2015.