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WealthPLAN Partners’s Acuity Brands AYI Stock Holding History

WealthPLAN 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
2015
Q2 		– Sell
-85
Closed -$14K – 430
2015
Q1 		$14K Buy
+85
New +$13.3K 0.01% 350

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WealthPLAN Partners's AYI Position: Q2 2015 in Review

WealthPLAN Partners sold out of Acuity Brands (AYI) in Q2 2015, closing a stake of 85 shares — an estimated $14K sold.

WealthPLAN Partners first reported a position in AYI in Q1 2015 and held it in 1 quarter. The position peaked at $14K in Q1 2015. 379 funds tracked by Wall St. Rank hold AYI as of Q2 2015.

  • WealthPLAN Partners reported no remaining Acuity Brands position as of Q2 2015 after selling out during the quarter.
  • WealthPLAN Partners sold 85 Acuity Brands shares in Q2 2015, an estimated $14K.
  • WealthPLAN Partners first reported a position in Acuity Brands in Q1 2015 and held it in 1 quarter.
  • WealthPLAN Partners's Acuity Brands position peaked at $14K in Q1 2015.
  • 379 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.