BA
AZPN

Boston Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Boston Advisors’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
2017
Q1 		– Sell
-6,860
Closed -$375K – 693
2016
Q4 		$375K Sell
6,860
-14,310
-68% -$782K 0.01% 527
2016
Q3 		$991K Buy
21,170
+1,475
+7% +$69K 0.02% 354
2016
Q2 		$793K Sell
19,695
-1,560
-7% -$62.8K 0.02% 379
2016
Q1 		$768K Sell
21,255
-13,602
-39% -$491K 0.02% 364
2015
Q4 		$1.32M Sell
34,857
-1,423
-4% -$53.7K 0.03% 294
2015
Q3 		$1.38M Sell
36,280
-9,060
-20% -$343K 0.05% 330
2015
Q2 		$2.06M Buy
45,340
+33,515
+283% +$1.53M 0.09% 206
2015
Q1 		$455K Buy
11,825
+5,985
+102% +$230K 0.02% 491
2014
Q4 		$205K Hold
5,840
– – 0.01% 562
2014
Q3 		$220K Hold
5,840
– – 0.01% 549
2014
Q2 		$271K Hold
5,840
– – 0.01% 508
2014
Q1 		$247K Sell
5,840
-160
-3% -$6.77K 0.01% 514
2013
Q4 		$251K Hold
6,000
– – 0.01% 519
2013
Q3 		$207K Buy
+6,000
New +$207K 0.01% 531

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Advisors's AZPN Position: Q1 2017 in Review

Boston Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2017, closing a stake of 6,860 shares — an estimated $375K sold.

Boston Advisors first reported a position in AZPN in Q3 2013 and held it in 14 quarters. The position peaked at $2.06M in Q2 2015. 260 funds tracked by Wall St. Rank hold AZPN as of Q1 2017.

  • Boston Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2017 after selling out during the quarter.
  • Boston Advisors sold 6,860 ASPEN TECHNOLOGY INC shares in Q1 2017, an estimated $375K.
  • Boston Advisors first reported a position in ASPEN TECHNOLOGY INC in Q3 2013 and held it in 14 quarters.
  • Boston Advisors's ASPEN TECHNOLOGY INC position peaked at $2.06M in Q2 2015.
  • 260 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2017.

Based on Boston Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.