BA
AZPN

Broadview Advisors’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Broadview 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
2015
Q1 		– Sell
-22,740
Closed -$796K – 104
2014
Q4 		$796K Buy
+22,740
New +$796K 0.08% 86
2014
Q1 		– Sell
-58,357
Closed -$2.44M – 108
2013
Q4 		$2.44M Sell
58,357
-25
-0% -$1.04K 0.26% 73
2013
Q3 		$2.02M Sell
58,382
-550
-0.9% -$19K 0.23% 81
2013
Q2 		$1.7M Buy
+58,932
New +$1.7M 0.24% 81

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
MAI
Marble Arch Investments New York $82.3M AUM 31.35% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Broadview Advisors's AZPN Position: Q1 2015 in Review

Broadview Advisors sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2015, closing a stake of 22,740 shares — an estimated $796K sold.

Broadview Advisors first reported a position in AZPN in Q2 2013 and held it in 4 quarters. The position peaked at $2.44M in Q4 2013. 245 funds tracked by Wall St. Rank hold AZPN as of Q1 2015.

  • Broadview Advisors reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2015 after selling out during the quarter.
  • Broadview Advisors sold 22,740 ASPEN TECHNOLOGY INC shares in Q1 2015, an estimated $796K.
  • Broadview Advisors first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and held it in 4 quarters.
  • Broadview Advisors's ASPEN TECHNOLOGY INC position peaked at $2.44M in Q4 2013.
  • 245 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2015.

Based on Broadview Advisors's 13F filing for Q1 2015, filed 15 May 2015.