CCA
AZPN

Checchi Capital Advisers’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-867
Closed -$35K – 1637
2016
Q2 		$35K Buy
867
+664
+327% +$26.8K ﹤0.01% 997
2016
Q1 		$7K Buy
+203
New +$7K ﹤0.01% 1375

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Checchi Capital Advisers's AZPN Position: Q3 2016 in Review

Checchi Capital Advisers sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2016, closing a stake of 867 shares — an estimated $35K sold.

Checchi Capital Advisers first reported a position in AZPN in Q1 2016 and held it in 2 quarters. The position peaked at $35K in Q2 2016. 234 funds tracked by Wall St. Rank hold AZPN as of Q3 2016.

  • Checchi Capital Advisers reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 867 ASPEN TECHNOLOGY INC shares in Q3 2016, an estimated $35K.
  • Checchi Capital Advisers first reported a position in ASPEN TECHNOLOGY INC in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's ASPEN TECHNOLOGY INC position peaked at $35K in Q2 2016.
  • 234 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.