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Stratos Wealth Partners’s Acuity Brands AYI Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-100
Closed -$16K – 961
2018
Q3 		$16K Buy
+100
New +$14.4K ﹤0.01% 1967
2018
Q2 		– Sell
-100
Closed -$14K – 1095
2018
Q1 		$14K Hold
100
– – ﹤0.01% 2157
2017
Q4 		$18K Buy
+100
New +$16.6K ﹤0.01% 1943

Other funds holding AYI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
IVA
International Value Advisers $615M AUM 6.37% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratos Wealth Partners's AYI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Acuity Brands (AYI) in Q4 2018, closing a stake of 100 shares — an estimated $16K sold.

Stratos Wealth Partners first reported a position in AYI in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q4 2017. 385 funds tracked by Wall St. Rank hold AYI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Acuity Brands position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 100 Acuity Brands shares in Q4 2018, an estimated $16K.
  • Stratos Wealth Partners first reported a position in Acuity Brands in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Acuity Brands position peaked at $18K in Q4 2017.
  • 385 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.