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YorkBridge Wealth Partners’s Acuity Brands AYI Stock Holding History

YorkBridge Wealth Partners’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
Q4 		– Sell
-520
Closed -$89K – 862
2017
Q3 		$89K Sell
520
-66
-11% -$12.3K 0.05% 305
2017
Q2 		$119K Buy
586
+58
+11% +$10.2K 0.06% 233
2017
Q1 		$94K Buy
528
+219
+71% +$46.3K 0.05% 273
2016
Q4 		$80K Buy
+309
New +$75K 0.05% 276

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

YorkBridge Wealth Partners's AYI Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Acuity Brands (AYI) in Q4 2017, closing a stake of 520 shares — an estimated $89K sold.

YorkBridge Wealth Partners first reported a position in AYI in Q4 2016 and held it in 4 quarters. The position peaked at $119K in Q2 2017. 417 funds tracked by Wall St. Rank hold AYI as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Acuity Brands position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 520 Acuity Brands shares in Q4 2017, an estimated $89K.
  • YorkBridge Wealth Partners first reported a position in Acuity Brands in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Acuity Brands position peaked at $119K in Q2 2017.
  • 417 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.