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Estate Counselors’s SS&C Technologies SSNC Stock Holding History

Estate Counselors’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
2020
Q3 		– Sell
-70
Closed -$3K – 142
2020
Q2 		$3K Sell
70
-7,920
-99% -$432K ﹤0.01% 154
2020
Q1 		$350K Buy
+7,990
New +$452K 0.06% 107

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Estate Counselors's SSNC Position: Q3 2020 in Review

Estate Counselors sold out of SS&C Technologies (SSNC) in Q3 2020, closing a stake of 70 shares — an estimated $3K sold.

Estate Counselors first reported a position in SSNC in Q1 2020 and held it in 2 quarters. The position peaked at $350K in Q1 2020. 450 funds tracked by Wall St. Rank hold SSNC as of Q3 2020.

  • Estate Counselors reported no remaining SS&C Technologies position as of Q3 2020 after selling out during the quarter.
  • Estate Counselors sold 70 SS&C Technologies shares in Q3 2020, an estimated $3K.
  • Estate Counselors first reported a position in SS&C Technologies in Q1 2020 and held it in 2 quarters.
  • Estate Counselors's SS&C Technologies position peaked at $350K in Q1 2020.
  • 450 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2020.

Based on Estate Counselors's 13F filing for Q3 2020, filed 28 Oct 2020.