AIM
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Assured Investment Management’s Acco Brands ACCO Stock Holding History

Assured Investment Management’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-92,492
Closed -$1.04M – 1104
2018
Q3 		$1.04M Buy
92,492
+22,343
+32% +$287K 0.02% 551
2018
Q2 		$972K Sell
70,149
-4,725
-6% -$60.6K 0.02% 570
2018
Q1 		$940K Buy
+74,874
New +$938K 0.02% 563

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Assured Investment Management's ACCO Position: Q4 2018 in Review

Assured Investment Management sold out of Acco Brands (ACCO) in Q4 2018, closing a stake of 92,492 shares — an estimated $1.04M sold.

Assured Investment Management first reported a position in ACCO in Q1 2018 and held it in 3 quarters. The position peaked at $1.04M in Q3 2018. 227 funds tracked by Wall St. Rank hold ACCO as of Q4 2018.

  • Assured Investment Management reported no remaining Acco Brands position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 92,492 Acco Brands shares in Q4 2018, an estimated $1.04M.
  • Assured Investment Management first reported a position in Acco Brands in Q1 2018 and held it in 3 quarters.
  • Assured Investment Management's Acco Brands position peaked at $1.04M in Q3 2018.
  • 227 funds tracked by Wall St. Rank held Acco Brands as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.