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Wright Investors Service’s Eagle Materials EXP Stock Holding History

Wright Investors Service’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,555
Closed -$421K – 219
2017
Q2 		$421K Sell
4,555
-225
-5% -$21.6K 0.16% 164
2017
Q1 		$464K Buy
+4,780
New +$487K 0.19% 154

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wright Investors Service's EXP Position: Q3 2017 in Review

Wright Investors Service sold out of Eagle Materials (EXP) in Q3 2017, closing a stake of 4,555 shares — an estimated $421K sold.

Wright Investors Service first reported a position in EXP in Q1 2017 and held it in 2 quarters. The position peaked at $464K in Q1 2017. 302 funds tracked by Wall St. Rank hold EXP as of Q3 2017.

  • Wright Investors Service reported no remaining Eagle Materials position as of Q3 2017 after selling out during the quarter.
  • Wright Investors Service sold 4,555 Eagle Materials shares in Q3 2017, an estimated $421K.
  • Wright Investors Service first reported a position in Eagle Materials in Q1 2017 and held it in 2 quarters.
  • Wright Investors Service's Eagle Materials position peaked at $464K in Q1 2017.
  • 302 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2017.

Based on Wright Investors Service's 13F filing for Q3 2017, filed 30 Oct 2017.