Archford Capital Strategies’s Ansys ANSS Stock Holding History

Archford Capital Strategies’s Portfolio ANSS Stock Details ANSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-19	Closed	-$3K	–	531
2018 Q2	$3K	Hold	19	–	–	﹤0.01%	516
2018 Q1	$3K	Buy	+19	New	+$3.04K	﹤0.01%	442
2017 Q2	–	Sell	-24	Closed	-$3K	–	217
2017 Q1	$3K	Hold	24	–	–	﹤0.01%	526
2016 Q4	$2K	Hold	24	–	–	﹤0.01%	497
2016 Q3	$2K	Sell	24 -24	-50%	-$2.24K	﹤0.01%	514
2016 Q2	$4K	Buy	+48	New	+$4.24K	﹤0.01%	500
2016 Q1	–	Sell	-60	Closed	-$6K	–	197
2015 Q4	$6K	Hold	60	–	–	﹤0.01%	510
2015 Q3	$6K	Buy	60 +30	+100%	+$2.75K	﹤0.01%	387
2015 Q2	$3K	Sell	30 -7	-19%	-$622	﹤0.01%	416
2015 Q1	$3.26K	Hold	37	–	–	﹤0.01%	434
2014 Q4	$3K	Hold	37	–	–	﹤0.01%	426
2014 Q3	$3K	Hold	37	–	–	﹤0.01%	430
2014 Q2	$2.81K	Buy	+37	New	+$2.78K	﹤0.01%	606

Other funds holding ANSS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Archford Capital Strategies's ANSS Position: Q3 2018 in Review

Archford Capital Strategies sold out of Ansys (ANSS) in Q3 2018, closing a stake of 19 shares — an estimated $3K sold.

Archford Capital Strategies first reported a position in ANSS in Q2 2014 and held it in 13 quarters. The position peaked at $6K in Q4 2015. 551 funds tracked by Wall St. Rank hold ANSS as of Q3 2018.

Archford Capital Strategies reported no remaining Ansys position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 19 Ansys shares in Q3 2018, an estimated $3K.
Archford Capital Strategies first reported a position in Ansys in Q2 2014 and held it in 13 quarters.
Archford Capital Strategies's Ansys position peaked at $6K in Q4 2015.
551 funds tracked by Wall St. Rank held Ansys as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.