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Winslow Evans & Crocker’s Advanced Drainage Systems WMS Stock Holding History

Winslow Evans & Crocker’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-7,500
Closed -$220K – 1328
2015
Q2 		$220K Buy
7,500
+748
+11% +$22.1K 0.06% 294
2015
Q1 		$202K Buy
+6,752
New +$176K 0.06% 297

Other funds holding WMS

1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Winslow Evans & Crocker's WMS Position: Q3 2015 in Review

Winslow Evans & Crocker sold out of Advanced Drainage Systems (WMS) in Q3 2015, closing a stake of 7,500 shares — an estimated $220K sold.

Winslow Evans & Crocker first reported a position in WMS in Q1 2015 and held it in 2 quarters. The position peaked at $220K in Q2 2015. 95 funds tracked by Wall St. Rank hold WMS as of Q3 2015.

  • Winslow Evans & Crocker reported no remaining Advanced Drainage Systems position as of Q3 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 7,500 Advanced Drainage Systems shares in Q3 2015, an estimated $220K.
  • Winslow Evans & Crocker first reported a position in Advanced Drainage Systems in Q1 2015 and held it in 2 quarters.
  • Winslow Evans & Crocker's Advanced Drainage Systems position peaked at $220K in Q2 2015.
  • 95 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2015.

Based on Winslow Evans & Crocker's 13F filing for Q3 2015, filed 21 Oct 2015.