WA
AYI icon

WealthTrust-Arizona’s Acuity Brands AYI Stock Holding History

WealthTrust-Arizona’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
2017
Q2 		– Sell
-19
Closed -$4K – 636
2017
Q1 		$4K Sell
19
-15
-44% -$3.17K ﹤0.01% 482
2016
Q4 		$8K Buy
34
+13
+62% +$3.15K ﹤0.01% 411
2016
Q3 		$6K Hold
21
– – ﹤0.01% 445
2016
Q2 		$5K Buy
21
+1
+5% +$250 ﹤0.01% 458
2016
Q1 		$4K Buy
20
+1
+5% +$206 ﹤0.01% 480
2015
Q4 		$4K Sell
19
-2
-10% -$434 ﹤0.01% 502
2015
Q3 		$4K Hold
21
– – ﹤0.01% 492
2015
Q2 		$4K Hold
21
– – ﹤0.01% 511
2015
Q1 		$4K Buy
+21
New +$3.29K ﹤0.01% 522

Other funds holding AYI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WealthTrust-Arizona's AYI Position: Q2 2017 in Review

WealthTrust-Arizona sold out of Acuity Brands (AYI) in Q2 2017, closing a stake of 19 shares — an estimated $4K sold.

WealthTrust-Arizona first reported a position in AYI in Q1 2015 and held it in 9 quarters. The position peaked at $8K in Q4 2016. 436 funds tracked by Wall St. Rank hold AYI as of Q2 2017.

  • WealthTrust-Arizona reported no remaining Acuity Brands position as of Q2 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 19 Acuity Brands shares in Q2 2017, an estimated $4K.
  • WealthTrust-Arizona first reported a position in Acuity Brands in Q1 2015 and held it in 9 quarters.
  • WealthTrust-Arizona's Acuity Brands position peaked at $8K in Q4 2016.
  • 436 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2017.

Based on WealthTrust-Arizona's 13F filing for Q2 2017, filed 21 Jul 2017.