Truvvo Partners’s Ameresco AMRC Stock Holding History

Truvvo Partners’s Portfolio AMRC Stock Details AMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-925,000	Closed	-$5.09M	–	116
2016 Q4	$5.09M	Hold	925,000	–	–	1.78%	13
2016 Q3	$4.87M	Hold	925,000	–	–	2.19%	12
2016 Q2	$4.04M	Hold	925,000	–	–	2.08%	10
2016 Q1	$4.41M	Buy	+925,000	New	+$4.71M	1.99%	10

Other funds holding AMRC

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Truvvo Partners's AMRC Position: Q1 2017 in Review

Truvvo Partners sold out of Ameresco (AMRC) in Q1 2017, closing a stake of 925,000 shares — an estimated $5.09M sold.

Truvvo Partners first reported a position in AMRC in Q1 2016 and held it in 4 quarters. The position peaked at $5.09M in Q4 2016. 70 funds tracked by Wall St. Rank hold AMRC as of Q1 2017.

Truvvo Partners reported no remaining Ameresco position as of Q1 2017 after selling out during the quarter.
Truvvo Partners sold 925,000 Ameresco shares in Q1 2017, an estimated $5.09M.
Truvvo Partners first reported a position in Ameresco in Q1 2016 and held it in 4 quarters.
Truvvo Partners's Ameresco position peaked at $5.09M in Q4 2016.
70 funds tracked by Wall St. Rank held Ameresco as of Q1 2017.

Based on Truvvo Partners's 13F filing for Q1 2017, filed 15 May 2017.