Advisory Research’s SS&C Technologies SSNC Stock Holding History

Advisory Research’s Portfolio SSNC Stock Details SSNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,867	Closed	-$237K	–	417
2017 Q4	$237K	Sell	5,867 -33	-0.6%	-$1.34K	﹤0.01%	391
2017 Q3	$237K	Sell	5,900 -53	-0.9%	-$2.04K	﹤0.01%	410
2017 Q2	$229K	Buy	+5,953	New	+$222K	﹤0.01%	415

Other funds holding SSNC

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Research's SSNC Position: Q1 2018 in Review

Advisory Research sold out of SS&C Technologies (SSNC) in Q1 2018, closing a stake of 5,867 shares — an estimated $237K sold.

Advisory Research first reported a position in SSNC in Q2 2017 and held it in 3 quarters. The position peaked at $237K in Q4 2017. 329 funds tracked by Wall St. Rank hold SSNC as of Q1 2018.

Advisory Research reported no remaining SS&C Technologies position as of Q1 2018 after selling out during the quarter.
Advisory Research sold 5,867 SS&C Technologies shares in Q1 2018, an estimated $237K.
Advisory Research first reported a position in SS&C Technologies in Q2 2017 and held it in 3 quarters.
Advisory Research's SS&C Technologies position peaked at $237K in Q4 2017.
329 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.