APSP
AZPN

Asset Planning Services (Pennsylvania)’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Asset Planning Services (Pennsylvania)’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
2015
Q3 		– Sell
-1,175
Closed -$54K – 268
2015
Q2 		$54K Buy
+1,175
New +$54K 0.05% 109

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
MAI
Marble Arch Investments New York $82.3M AUM 31.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s AZPN Position: Q3 2015 in Review

Asset Planning Services (Pennsylvania) sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2015, closing a stake of 1,175 shares — an estimated $54K sold.

Asset Planning Services (Pennsylvania) first reported a position in AZPN in Q2 2015 and held it in 1 quarter. The position peaked at $54K in Q2 2015. 236 funds tracked by Wall St. Rank hold AZPN as of Q3 2015.

  • Asset Planning Services (Pennsylvania) reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2015 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,175 ASPEN TECHNOLOGY INC shares in Q3 2015, an estimated $54K.
  • Asset Planning Services (Pennsylvania) first reported a position in ASPEN TECHNOLOGY INC in Q2 2015 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s ASPEN TECHNOLOGY INC position peaked at $54K in Q2 2015.
  • 236 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2015.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2015, filed 13 Jan 2017.