FIM
AZPN

FourPoints Investment Managers’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

FourPoints Investment Managers’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
2016
Q4 		– Sell
-24,524
Closed -$624K – 75
2016
Q3 		$624K Buy
24,524
+9,026
+58% +$230K 0.47% 67
2016
Q2 		$624K Buy
+15,498
New +$624K 0.44% 65

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FourPoints Investment Managers's AZPN Position: Q4 2016 in Review

FourPoints Investment Managers sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2016, closing a stake of 24,524 shares — an estimated $624K sold.

FourPoints Investment Managers first reported a position in AZPN in Q2 2016 and held it in 2 quarters. The position peaked at $624K in Q3 2016. 245 funds tracked by Wall St. Rank hold AZPN as of Q4 2016.

  • FourPoints Investment Managers reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2016 after selling out during the quarter.
  • FourPoints Investment Managers sold 24,524 ASPEN TECHNOLOGY INC shares in Q4 2016, an estimated $624K.
  • FourPoints Investment Managers first reported a position in ASPEN TECHNOLOGY INC in Q2 2016 and held it in 2 quarters.
  • FourPoints Investment Managers's ASPEN TECHNOLOGY INC position peaked at $624K in Q3 2016.
  • 245 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2016.

Based on FourPoints Investment Managers's 13F filing for Q4 2016, filed 6 Feb 2017.