Advisory Research’s Advisory Board Co ABCO Stock Holding History

Advisory Research’s Portfolio ABCO Stock Details ABCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-10,831	Closed	-$558K	–	491
2017 Q2	$558K	Buy	+10,831	New	+$543K	0.01%	356

Other funds holding ABCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Advisory Research's ABCO Position: Q3 2017 in Review

Advisory Research sold out of Advisory Board Co (ABCO) in Q3 2017, closing a stake of 10,831 shares — an estimated $558K sold.

Advisory Research first reported a position in ABCO in Q2 2017 and held it in 1 quarter. The position peaked at $558K in Q2 2017. 177 funds tracked by Wall St. Rank hold ABCO as of Q3 2017.

Advisory Research reported no remaining Advisory Board Co position as of Q3 2017 after selling out during the quarter.
Advisory Research sold 10,831 Advisory Board Co shares in Q3 2017, an estimated $558K.
Advisory Research first reported a position in Advisory Board Co in Q2 2017 and held it in 1 quarter.
Advisory Research's Advisory Board Co position peaked at $558K in Q2 2017.
177 funds tracked by Wall St. Rank held Advisory Board Co as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.