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WFG Advisors’s Ameresco AMRC Stock Holding History

WFG Advisors’s Portfolio AMRC Stock Details AMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-40
Closed – – 1551
2017
Q1 		$0 Hold
40
– – ﹤0.01% 1484
2016
Q4 		$0 Hold
40
– – ﹤0.01% 1552
2016
Q3 		$0 Hold
40
– – ﹤0.01% 1566
2016
Q2 		$0 Hold
40
– – ﹤0.01% 1562
2016
Q1 		$0 Hold
40
– – ﹤0.01% 1529
2015
Q4 		$0 Hold
40
– – ﹤0.01% 1562
2015
Q3 		$0 Hold
40
– – ﹤0.01% 1608
2015
Q2 		$0 Hold
40
– – ﹤0.01% 1661
2015
Q1 		$0 Hold
40
– – ﹤0.01% 1763
2014
Q4 		$0 Sell
40
-2,500
-98% -$18.9K ﹤0.01% 2077
2014
Q3 		$17K Hold
2,540
– – ﹤0.01% 1330
2014
Q2 		$18K Hold
2,540
– – ﹤0.01% 1307
2014
Q1 		$19K Sell
2,540
-1,500
-37% -$14.2K ﹤0.01% 1266
2013
Q4 		$39K Buy
4,040
+40
+1% +$383 0.01% 1090
2013
Q3 		$40K Buy
+4,000
New +$36.2K 0.01% 1009

Other funds holding AMRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's AMRC Position: Q2 2017 in Review

WFG Advisors sold out of Ameresco (AMRC) in Q2 2017, closing a stake of 40 shares.

WFG Advisors first reported a position in AMRC in Q3 2013 and held it in 15 quarters. The position peaked at $40K in Q3 2013. 75 funds tracked by Wall St. Rank hold AMRC as of Q2 2017.

  • WFG Advisors reported no remaining Ameresco position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 40 Ameresco shares in Q2 2017.
  • WFG Advisors first reported a position in Ameresco in Q3 2013 and held it in 15 quarters.
  • WFG Advisors's Ameresco position peaked at $40K in Q3 2013.
  • 75 funds tracked by Wall St. Rank held Ameresco as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.