Wagner Wealth Management (South Carolina)’s Installed Building Products IBP Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$0	Hold	12	–	–	﹤0.01%	713
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	589
2018 Q1	$1K	Buy	+12	New	+$798	﹤0.01%	549
2017 Q4	–	Hold	0	–	–	–	652

Other funds holding IBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IBP Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Installed Building Products (IBP) position steady in Q3 2018 at 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Wagner Wealth Management (South Carolina) first reported a position in IBP in Q1 2018 and has held it in 3 quarters since. The position peaked at $1K in Q2 2018. 138 funds tracked by Wall St. Rank hold IBP as of Q3 2018.

Wagner Wealth Management (South Carolina) held 12 shares of Installed Building Products worth $0 as of Q3 2018.
Wagner Wealth Management (South Carolina) left its Installed Building Products share count unchanged in Q3 2018.
Installed Building Products made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #713 holding.
Wagner Wealth Management (South Carolina) first reported a position in Installed Building Products in Q1 2018 and has held it in 3 quarters since.
Wagner Wealth Management (South Carolina)'s Installed Building Products position peaked at $1K in Q2 2018.
138 funds tracked by Wall St. Rank held Installed Building Products as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.