Capstone Investment Advisors
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Capstone Investment Advisors’s Acco Brands ACCO Stock Holding History

Capstone Investment Advisors’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-37,210
Closed -$489K – 617
2017
Q1 		$489K Buy
37,210
+19,427
+109% +$253K 0.01% 602
2016
Q4 		$232K Buy
+17,783
New +$208K 0.01% 789

Other funds holding ACCO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Capstone Investment Advisors's ACCO Position: Q2 2017 in Review

Capstone Investment Advisors sold out of Acco Brands (ACCO) in Q2 2017, closing a stake of 37,210 shares — an estimated $489K sold.

Capstone Investment Advisors first reported a position in ACCO in Q4 2016 and held it in 2 quarters. The position peaked at $489K in Q1 2017. 212 funds tracked by Wall St. Rank hold ACCO as of Q2 2017.

  • Capstone Investment Advisors reported no remaining Acco Brands position as of Q2 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 37,210 Acco Brands shares in Q2 2017, an estimated $489K.
  • Capstone Investment Advisors first reported a position in Acco Brands in Q4 2016 and held it in 2 quarters.
  • Capstone Investment Advisors's Acco Brands position peaked at $489K in Q1 2017.
  • 212 funds tracked by Wall St. Rank held Acco Brands as of Q2 2017.

Based on Capstone Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.