D.L. Carlson Investment Group’s Autodesk ADSK Stock Holding History

D.L. Carlson Investment Group’s Portfolio ADSK Stock Details ADSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,000	Closed	-$502K	–	136
2018 Q1	$502K	Hold	4,000	–	–	0.16%	100
2017 Q4	$419K	Hold	4,000	–	–	0.12%	107
2017 Q3	$449K	Hold	4,000	–	–	0.14%	105
2017 Q2	$403K	Hold	4,000	–	–	0.12%	113
2017 Q1	$346K	Hold	4,000	–	–	0.12%	111
2016 Q4	$296K	Hold	4,000	–	–	0.1%	120
2016 Q3	$289K	Hold	4,000	–	–	0.1%	116
2016 Q2	$217K	Hold	4,000	–	–	0.08%	123
2016 Q1	$233K	Hold	4,000	–	–	0.09%	118
2015 Q4	$244K	Buy	+4,000	New	+$232K	0.09%	120
2015 Q3	–	Sell	-4,000	Closed	-$200K	–	120
2015 Q2	$200K	Hold	4,000	–	–	0.07%	128
2015 Q1	$235K	Hold	4,000	–	–	0.08%	128
2014 Q4	$240K	Hold	4,000	–	–	0.09%	130
2014 Q3	$220K	Hold	4,000	–	–	0.08%	130
2014 Q2	$226K	Buy	+4,000	New	+$203K	0.08%	121
2014 Q1	–	Sell	-4,000	Closed	-$201K	–	126
2013 Q4	$201K	Buy	+4,000	New	+$175K	0.07%	119

Other funds holding ADSK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return