Capstone Asset Management’s Autodesk ADSK Stock Holding History

Capstone Asset Management’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	$1.47M	Sell	14,578 -445	-3%	-$44K	0.04%	482
2017 Q1	$1.3M	Sell	15,023 -661	-4%	-$55.3K	0.04%	517
2016 Q4	$1.16M	Sell	15,684 -810	-5%	-$59.6K	0.03%	545
2016 Q3	$1.19M	Sell	16,494 -570	-3%	-$35.9K	0.03%	547
2016 Q2	$924K	Buy	17,064 +335	+2%	+$19.4K	0.03%	604
2016 Q1	$975K	Sell	16,729 -729	-4%	-$38K	0.03%	596
2015 Q4	$1.06M	Buy	17,458 +1,573	+10%	+$91.4K	0.03%	572
2015 Q3	$701K	Buy	15,885 +660	+4%	+$33.1K	0.02%	703
2015 Q2	$762K	Buy	15,225 +1,340	+10%	+$76.6K	0.02%	699
2015 Q1	$814K	Buy	13,885 +450	+3%	+$26.6K	0.02%	770
2014 Q4	$807K	Buy	13,435 +1,008	+8%	+$58.3K	0.02%	750
2014 Q3	$685K	Buy	12,427 +420	+3%	+$23K	0.02%	802
2014 Q2	$677K	Sell	12,007 -3,917	-25%	-$199K	0.02%	846
2014 Q1	$783K	Sell	15,924 -2,830	-15%	-$147K	0.02%	725
2013 Q4	$944K	Sell	18,754 -14,803	-44%	-$649K	0.03%	673
2013 Q3	$1.38M	Sell	33,557 -538	-2%	-$19.9K	0.03%	599
2013 Q2	$1.16M	Buy	+34,095	New	+$1.27M	0.03%	634

Other funds holding ADSK

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

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

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

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

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capstone Asset Management's ADSK Position: Q2 2017 in Review

Capstone Asset Management reduced its Autodesk (ADSK) stake by 3% in Q2 2017, selling an estimated $44K and leaving 14,578 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #482.

Capstone Asset Management first reported a position in ADSK in Q2 2013 and has held it in 17 quarters since. 554 funds tracked by Wall St. Rank hold ADSK as of Q2 2017.

Capstone Asset Management held 14,578 shares of Autodesk worth $1.47M as of Q2 2017.
Capstone Asset Management sold 445 Autodesk shares in Q2 2017, an estimated $44K.
Autodesk made up 0.04% of Capstone Asset Management's portfolio in Q2 2017, its #482 holding.
Capstone Asset Management first reported a position in Autodesk in Q2 2013 and has held it in 17 quarters since.
554 funds tracked by Wall St. Rank held Autodesk as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.