ACS
AZPN

Archford Capital Strategies’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Archford Capital Strategies’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-88
Closed -$4K – 775
2015
Q4 		$4K Hold
88
– – ﹤0.01% 643
2015
Q3 		$4K Buy
88
+29
+49% +$1.32K ﹤0.01% 515
2015
Q2 		$3K Hold
59
– – ﹤0.01% 468
2015
Q1 		$2.27K Buy
+59
New +$2.27K ﹤0.01% 505

Other funds holding AZPN

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Archford Capital Strategies's AZPN Position: Q1 2016 in Review

Archford Capital Strategies sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2016, closing a stake of 88 shares — an estimated $4K sold.

Archford Capital Strategies first reported a position in AZPN in Q1 2015 and held it in 4 quarters. The position peaked at $4K in Q4 2015. 241 funds tracked by Wall St. Rank hold AZPN as of Q1 2016.

  • Archford Capital Strategies reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 88 ASPEN TECHNOLOGY INC shares in Q1 2016, an estimated $4K.
  • Archford Capital Strategies first reported a position in ASPEN TECHNOLOGY INC in Q1 2015 and held it in 4 quarters.
  • Archford Capital Strategies's ASPEN TECHNOLOGY INC position peaked at $4K in Q4 2015.
  • 241 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2016.

Based on Archford Capital Strategies's 13F filing for Q1 2016, filed 10 May 2016.