FNBT
AZPN

FineMark National Bank & Trust’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

FineMark National Bank & Trust’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-30
Closed -$1K – 1521
2014
Q4 		$1K Buy
+30
New +$1K ﹤0.01% 1402
2014
Q3 		– Sell
-521
Closed -$24K – 1473
2014
Q2 		$24K Buy
+521
New +$24K ﹤0.01% 865

Other funds holding AZPN

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
MAI
Marble Arch Investments New York $82.3M AUM 31.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

FineMark National Bank & Trust's AZPN Position: Q1 2015 in Review

FineMark National Bank & Trust sold out of ASPEN TECHNOLOGY INC (AZPN) in Q1 2015, closing a stake of 30 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in AZPN in Q2 2014 and held it in 2 quarters. The position peaked at $24K in Q2 2014. 245 funds tracked by Wall St. Rank hold AZPN as of Q1 2015.

  • FineMark National Bank & Trust reported no remaining ASPEN TECHNOLOGY INC position as of Q1 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 30 ASPEN TECHNOLOGY INC shares in Q1 2015, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in ASPEN TECHNOLOGY INC in Q2 2014 and held it in 2 quarters.
  • FineMark National Bank & Trust's ASPEN TECHNOLOGY INC position peaked at $24K in Q2 2014.
  • 245 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q1 2015.

Based on FineMark National Bank & Trust's 13F filing for Q1 2015, filed 13 May 2015.