Caldera Capital’s Autodesk ADSK Stock Holding History

Caldera Capital’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
2018 Q1	–	Sell	-7,689	Closed	-$806K	–	16
2017 Q4	$806K	Sell	7,689 -12,488	-62%	-$1.46M	0.65%	17
2017 Q3	$2.27M	Buy	+20,177	New	+$2.23M	1.88%	13

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caldera Capital's ADSK Position: Q1 2018 in Review

Caldera Capital sold out of Autodesk (ADSK) in Q1 2018, closing a stake of 7,689 shares — an estimated $806K sold.

Caldera Capital first reported a position in ADSK in Q3 2017 and held it in 2 quarters. The position peaked at $2.27M in Q3 2017. 630 funds tracked by Wall St. Rank hold ADSK as of Q1 2018.

Caldera Capital reported no remaining Autodesk position as of Q1 2018 after selling out during the quarter.
Caldera Capital sold 7,689 Autodesk shares in Q1 2018, an estimated $806K.
Caldera Capital first reported a position in Autodesk in Q3 2017 and held it in 2 quarters.
Caldera Capital's Autodesk position peaked at $2.27M in Q3 2017.
630 funds tracked by Wall St. Rank held Autodesk as of Q1 2018.

Based on Caldera Capital's 13F filing for Q1 2018, filed 11 May 2018.