CIBC Private Wealth Group
AZPN

CIBC Private Wealth Group’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

CIBC Private Wealth Group’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
2018
Q3 		– Sell
-130
Closed -$12K – 2032
2018
Q2 		$12K Hold
130
– – ﹤0.01% 1531
2018
Q1 		$10K Hold
130
– – ﹤0.01% 1546
2017
Q4 		$9K Buy
+130
New +$9K ﹤0.01% 1595

Other funds holding AZPN

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 $34B AUM 6.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

CIBC Private Wealth Group's AZPN Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2018, closing a stake of 130 shares — an estimated $12K sold.

CIBC Private Wealth Group first reported a position in AZPN in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 327 funds tracked by Wall St. Rank hold AZPN as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 130 ASPEN TECHNOLOGY INC shares in Q3 2018, an estimated $12K.
  • CIBC Private Wealth Group first reported a position in ASPEN TECHNOLOGY INC in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's ASPEN TECHNOLOGY INC position peaked at $12K in Q2 2018.
  • 327 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.