WCM
AMWD

Wealthcare Capital Management’s American Woodmark AMWD Stock Holding History

Wealthcare Capital Management’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
2013
Q3 		– Sell
-8,500
Closed -$295K – 122
2013
Q2 		$295K Buy
+8,500
New +$290K 0.05% 14

Other funds holding AMWD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Wealthcare Capital Management's AMWD Position: Q3 2013 in Review

Wealthcare Capital Management sold out of American Woodmark (AMWD) in Q3 2013, closing a stake of 8,500 shares — an estimated $295K sold.

Wealthcare Capital Management first reported a position in AMWD in Q2 2013 and held it in 1 quarter. The position peaked at $295K in Q2 2013. 119 funds tracked by Wall St. Rank hold AMWD as of Q3 2013.

  • Wealthcare Capital Management reported no remaining American Woodmark position as of Q3 2013 after selling out during the quarter.
  • Wealthcare Capital Management sold 8,500 American Woodmark shares in Q3 2013, an estimated $295K.
  • Wealthcare Capital Management first reported a position in American Woodmark in Q2 2013 and held it in 1 quarter.
  • Wealthcare Capital Management's American Woodmark position peaked at $295K in Q2 2013.
  • 119 funds tracked by Wall St. Rank held American Woodmark as of Q3 2013.

Based on Wealthcare Capital Management's 13F filing for Q3 2013, filed 22 Oct 2013.