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Atria Investments’s Acco Brands ACCO Stock Holding History

Atria Investments’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
2016
Q2 		– Sell
-10,750
Closed -$97K – 469
2016
Q1 		$97K Buy
+10,750
New +$75.2K 0.01% 433
2015
Q2 		– Sell
-16,622
Closed -$138K – 395
2015
Q1 		$138K Sell
16,622
-353
-2% -$2.8K 0.02% 393
2014
Q4 		$153K Buy
+16,975
New +$140K 0.02% 406

Other funds holding ACCO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Atria Investments's ACCO Position: Q2 2016 in Review

Atria Investments sold out of Acco Brands (ACCO) in Q2 2016, closing a stake of 10,750 shares — an estimated $97K sold.

Atria Investments first reported a position in ACCO in Q4 2014 and held it in 3 quarters. The position peaked at $153K in Q4 2014. 206 funds tracked by Wall St. Rank hold ACCO as of Q2 2016.

  • Atria Investments reported no remaining Acco Brands position as of Q2 2016 after selling out during the quarter.
  • Atria Investments sold 10,750 Acco Brands shares in Q2 2016, an estimated $97K.
  • Atria Investments first reported a position in Acco Brands in Q4 2014 and held it in 3 quarters.
  • Atria Investments's Acco Brands position peaked at $153K in Q4 2014.
  • 206 funds tracked by Wall St. Rank held Acco Brands as of Q2 2016.

Based on Atria Investments's 13F filing for Q2 2016, filed 12 Jul 2016.