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WFG Advisors’s Acuity Brands AYI Stock Holding History

WFG Advisors’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
Q1 		– Sell
-27
Closed -$6K – 1492
2016
Q4 		$6K Hold
27
– – ﹤0.01% 1218
2016
Q3 		$7K Hold
27
– – ﹤0.01% 1211
2016
Q2 		$7K Hold
27
– – ﹤0.01% 1162
2016
Q1 		$6K Buy
+27
New +$5.57K ﹤0.01% 1149
2015
Q3 		– Sell
-143
Closed -$26K – 1611
2015
Q2 		$26K Buy
143
+18
+14% +$3.16K 0.01% 898
2015
Q1 		$21K Buy
125
+25
+25% +$3.92K 0.01% 965
2014
Q4 		$14K Hold
100
– – ﹤0.01% 1335
2014
Q3 		$12K Hold
100
– – ﹤0.01% 1428
2014
Q2 		$14K Hold
100
– – ﹤0.01% 1381
2014
Q1 		$13K Hold
100
– – ﹤0.01% 1389
2013
Q4 		$11K Hold
100
– – ﹤0.01% 1541
2013
Q3 		$9K Hold
100
– – ﹤0.01% 1548
2013
Q2 		$8K Buy
+100
New +$7.41K ﹤0.01% 1521

Other funds holding AYI

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WFG Advisors's AYI Position: Q1 2017 in Review

WFG Advisors sold out of Acuity Brands (AYI) in Q1 2017, closing a stake of 27 shares — an estimated $6K sold.

WFG Advisors first reported a position in AYI in Q2 2013 and held it in 13 quarters. The position peaked at $26K in Q2 2015. 457 funds tracked by Wall St. Rank hold AYI as of Q1 2017.

  • WFG Advisors reported no remaining Acuity Brands position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 27 Acuity Brands shares in Q1 2017, an estimated $6K.
  • WFG Advisors first reported a position in Acuity Brands in Q2 2013 and held it in 13 quarters.
  • WFG Advisors's Acuity Brands position peaked at $26K in Q2 2015.
  • 457 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.