WCM Investment Management
B

WCM Investment Management’s Barnes Group Inc. B Stock Holding History

WCM Investment Management’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-27,009
Closed -$1.28M – 159
2016
Q4 		$1.28M Sell
27,009
-112,677
-81% -$4.91M 0.02% 104
2016
Q3 		$5.66M Sell
139,686
-126,356
-47% -$4.91M 0.06% 69
2016
Q2 		$8.81M Sell
266,042
-54,264
-17% -$1.84M 0.14% 49
2016
Q1 		$11.2M Sell
320,306
-27,887
-8% -$924K 0.17% 46
2015
Q4 		$12.3M Sell
348,193
-3,091
-0.9% -$116K 0.25% 47
2015
Q3 		$12.7M Sell
351,284
-31,634
-8% -$1.21M 0.32% 40
2015
Q2 		$14.9M Buy
382,918
+19,382
+5% +$782K 0.34% 45
2015
Q1 		$14.7M Sell
363,536
-4,225
-1% -$159K 0.3% 59
2014
Q4 		$13.6M Buy
367,761
+9,138
+3% +$321K 0.39% 46
2014
Q3 		$10.9M Sell
358,623
-13,885
-4% -$487K 0.34% 54
2014
Q2 		$14.4M Sell
372,508
-2,833
-0.8% -$108K 0.36% 58
2014
Q1 		$14.4M Sell
375,341
-11,287
-3% -$430K 0.52% 47
2013
Q4 		$14.8M Sell
386,628
-39,081
-9% -$1.43M 0.53% 45
2013
Q3 		$14.9M Buy
425,709
+17,562
+4% +$576K 0.78% 40
2013
Q2 		$12.3M Buy
+408,147
New +$11.8M 0.66% 45

Other funds holding B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WCM Investment Management's B Position: Q1 2017 in Review

WCM Investment Management sold out of Barnes Group Inc. (B) in Q1 2017, closing a stake of 27,009 shares — an estimated $1.28M sold.

WCM Investment Management first reported a position in B in Q2 2013 and held it in 15 quarters. The position peaked at $14.9M in Q2 2015. 209 funds tracked by Wall St. Rank hold B as of Q1 2017.

  • WCM Investment Management reported no remaining Barnes Group Inc. position as of Q1 2017 after selling out during the quarter.
  • WCM Investment Management sold 27,009 Barnes Group Inc. shares in Q1 2017, an estimated $1.28M.
  • WCM Investment Management first reported a position in Barnes Group Inc. in Q2 2013 and held it in 15 quarters.
  • WCM Investment Management's Barnes Group Inc. position peaked at $14.9M in Q2 2015.
  • 209 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q1 2017.

Based on WCM Investment Management's 13F filing for Q1 2017, filed 11 Apr 2017.