SPIA
AMWD

Steward Partners Investment Advisory’s American Woodmark AMWD Stock Holding History

Steward Partners Investment Advisory’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
2017
Q4 		– Sell
-118
Closed -$11K – 1859
2017
Q3 		$11K Buy
+118
New +$10.9K ﹤0.01% 1088

Other funds holding AMWD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $16.8B AUM 27.39% 1-Year Est. Return

Steward Partners Investment Advisory's AMWD Position: Q4 2017 in Review

Steward Partners Investment Advisory sold out of American Woodmark (AMWD) in Q4 2017, closing a stake of 118 shares — an estimated $11K sold.

Steward Partners Investment Advisory first reported a position in AMWD in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 195 funds tracked by Wall St. Rank hold AMWD as of Q4 2017.

  • Steward Partners Investment Advisory reported no remaining American Woodmark position as of Q4 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 118 American Woodmark shares in Q4 2017, an estimated $11K.
  • Steward Partners Investment Advisory first reported a position in American Woodmark in Q3 2017 and held it in 1 quarter.
  • Steward Partners Investment Advisory's American Woodmark position peaked at $11K in Q3 2017.
  • 195 funds tracked by Wall St. Rank held American Woodmark as of Q4 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2017, filed 19 Jan 2018.