CRC
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Curi RMB Capital’s Acco Brands ACCO Stock Holding History

Curi RMB Capital’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
2019
Q4 		– Sell
-29,142
Closed -$288K – 647
2019
Q3 		$288K Buy
+29,142
New +$263K 0.01% 589
2018
Q1 		– Sell
-11,717
Closed -$143K – 891
2017
Q4 		$143K Buy
+11,717
New +$151K ﹤0.01% 850
2014
Q2 		– Sell
-788,714
Closed -$4.86M – 426
2014
Q1 		$4.86M Buy
788,714
+27,268
+4% +$167K 0.33% 76
2013
Q4 		$5.12M Sell
761,446
-12,084
-2% -$76.8K 0.35% 71
2013
Q3 		$5.14M Sell
773,530
-546,300
-41% -$3.74M 0.37% 69
2013
Q2 		$8.39M Buy
+1,319,830
New +$8.92M 0.64% 56

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return