CT Financial Advisors’s Acco Brands ACCO Stock Holding History

CT Financial 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 Q1	$8.71K	Hold	662	–	–	0.01%	462
2016 Q4	$8.64K	Hold	662	–	–	0.01%	456
2016 Q3	$6.38K	Hold	662	–	–	﹤0.01%	481
2016 Q2	$6.84K	Hold	662	–	–	﹤0.01%	474
2016 Q1	$5.95K	Hold	662	–	–	﹤0.01%	497
2015 Q4	$4.72K	Hold	662	–	–	﹤0.01%	516
2015 Q3	$4.68K	Hold	662	–	–	﹤0.01%	526
2015 Q2	$5.14K	Sell	662 -564	-46%	-$4.44K	﹤0.01%	524
2015 Q1	$10.2K	Hold	1,226	–	–	0.01%	464
2014 Q4	$11K	Buy	+1,226	New	+$10.1K	0.01%	375
2014 Q1	$10.2K	Buy	+1,226	New	+$7.53K	0.01%	464

Other funds holding ACCO

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

CT Financial Advisors's ACCO Position: Q1 2017 in Review

CT Financial Advisors held its Acco Brands (ACCO) position steady in Q1 2017 at 662 shares worth $8.71K. The position accounts for 0.01% of the portfolio, ranked #462.

CT Financial Advisors first reported a position in ACCO in Q1 2014 and has held it in 11 quarters since. The position peaked at $11K in Q4 2014. 210 funds tracked by Wall St. Rank hold ACCO as of Q1 2017.

CT Financial Advisors held 662 shares of Acco Brands worth $8.71K as of Q1 2017.
CT Financial Advisors left its Acco Brands share count unchanged in Q1 2017.
Acco Brands made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #462 holding.
CT Financial Advisors first reported a position in Acco Brands in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Acco Brands position peaked at $11K in Q4 2014.
210 funds tracked by Wall St. Rank held Acco Brands as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.