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Bellwether Investment Group’s Autodesk ADSK Stock Holding History

Bellwether Investment Group’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-104
Closed -$9K – 68
2017
Q1 		$9K Sell
104
-7
-6% -$586 0.02% 504
2016
Q4 		$8K Buy
+111
New +$8.17K 0.01% 683

Other funds holding ADSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bellwether Investment Group's ADSK Position: Q2 2017 in Review

Bellwether Investment Group sold out of Autodesk (ADSK) in Q2 2017, closing a stake of 104 shares — an estimated $9K sold.

Bellwether Investment Group first reported a position in ADSK in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q1 2017. 554 funds tracked by Wall St. Rank hold ADSK as of Q2 2017.

  • Bellwether Investment Group reported no remaining Autodesk position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 104 Autodesk shares in Q2 2017, an estimated $9K.
  • Bellwether Investment Group first reported a position in Autodesk in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Autodesk position peaked at $9K in Q1 2017.
  • 554 funds tracked by Wall St. Rank held Autodesk as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.