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Doyle Wealth Management’s SS&C Technologies SSNC Stock Holding History

Doyle Wealth Management’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-355
Closed -$20K – 691
2019
Q2 		$20K Buy
+355
New +$21.4K ﹤0.01% 512
2019
Q1 		– Sell
-355
Closed -$16K – 675
2018
Q4 		$16K Buy
+355
New +$17.2K ﹤0.01% 552

Other funds holding SSNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Doyle Wealth Management's SSNC Position: Q3 2019 in Review

Doyle Wealth Management sold out of SS&C Technologies (SSNC) in Q3 2019, closing a stake of 355 shares — an estimated $20K sold.

Doyle Wealth Management first reported a position in SSNC in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q2 2019. 409 funds tracked by Wall St. Rank hold SSNC as of Q3 2019.

  • Doyle Wealth Management reported no remaining SS&C Technologies position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 355 SS&C Technologies shares in Q3 2019, an estimated $20K.
  • Doyle Wealth Management first reported a position in SS&C Technologies in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's SS&C Technologies position peaked at $20K in Q2 2019.
  • 409 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.