Aperio Group’s Advisory Board Co ABCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,483
| Closed | -$401K | – | 2279 |
|
|
2017
Q3 | $401K | Sell |
7,483
-1,136
| -13% | -$61.2K | ﹤0.01% | 1771 |
|
|
2017
Q2 | $444K | Buy |
8,619
+3,398
| +65% | +$170K | ﹤0.01% | 1705 |
|
|
2017
Q1 | $244K | Buy |
+5,221
| New | +$230K | ﹤0.01% | 1937 |
|
|
2016
Q4 | – | Sell |
-4,739
| Closed | -$212K | – | 2158 |
|
|
2016
Q3 | $212K | Buy |
+4,739
| New | +$195K | ﹤0.01% | 1907 |
|
|
2016
Q1 | – | Sell |
-5,364
| Closed | -$266K | – | 2095 |
|
|
2015
Q4 | $266K | Sell |
5,364
-235
| -4% | -$11.4K | ﹤0.01% | 1686 |
|
|
2015
Q3 | $255K | Sell |
5,599
-215
| -4% | -$11.2K | ﹤0.01% | 1647 |
|
|
2015
Q2 | $318K | Buy |
5,814
+304
| +6% | +$15.7K | ﹤0.01% | 1588 |
|
|
2015
Q1 | $294K | Sell |
5,510
-679
| -11% | -$34.6K | ﹤0.01% | 1585 |
|
|
2014
Q4 | $303K | Buy |
6,189
+913
| +17% | +$43K | ﹤0.01% | 1502 |
|
|
2014
Q3 | $246K | Sell |
5,276
-2,728
| -34% | -$135K | ﹤0.01% | 1501 |
|
|
2014
Q2 | $415K | Sell |
8,004
-1,336
| -14% | -$72.3K | 0.01% | 1229 |
|
|
2014
Q1 | $600K | Buy |
+9,340
| New | +$593K | 0.01% | 1243 |
|
|
2013
Q4 | – | Sell |
-7,146
| Closed | -$455K | – | 1184 |
|
|
2013
Q3 | $425K | Buy |
7,146
+1,511
| +27% | +$86.8K | 0.01% | 1211 |
|
|
2013
Q2 | $308K | Buy |
+5,635
| New | +$286K | 0.01% | 1255 |
|
Aperio Group's ABCO Position: Q4 2017 in Review
Aperio Group sold out of Advisory Board Co (ABCO) in Q4 2017, closing a stake of 7,483 shares — an estimated $401K sold.
Aperio Group first reported a position in ABCO in Q2 2013 and held it in 14 quarters. The position peaked at $600K in Q1 2014. 0 funds tracked by Wall St. Rank hold ABCO as of Q4 2017.
- Aperio Group reported no remaining Advisory Board Co position as of Q4 2017 after selling out during the quarter.
- Aperio Group sold 7,483 Advisory Board Co shares in Q4 2017, an estimated $401K.
- Aperio Group first reported a position in Advisory Board Co in Q2 2013 and held it in 14 quarters.
- Aperio Group's Advisory Board Co position peaked at $600K in Q1 2014.
- 0 funds tracked by Wall St. Rank held Advisory Board Co as of Q4 2017.
Based on Aperio Group's 13F filing for Q4 2017, filed 2 Feb 2018.