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Freedom Investment Management’s Acco Brands ACCO Stock Holding History

Freedom Investment Management’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-19,808
Closed -$134K – 681
2018
Q4 		$134K Sell
19,808
-2,033
-9% -$17.4K 0.01% 726
2018
Q3 		$266K Buy
21,841
+2,337
+12% +$30K 0.02% 747
2018
Q2 		$270K Sell
19,504
-1,503
-7% -$19.3K 0.02% 794
2018
Q1 		$264K Sell
21,007
-3,543
-14% -$44.4K 0.01% 924
2017
Q4 		$300K Buy
24,550
+2,619
+12% +$33.7K 0.02% 886
2017
Q3 		$261K Buy
21,931
+5,945
+37% +$67.7K 0.01% 910
2017
Q2 		$186K Buy
15,986
+2,106
+15% +$26.2K 0.01% 990
2017
Q1 		$183K Buy
+13,880
New +$180K 0.01% 979

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Freedom Investment Management's ACCO Position: Q1 2019 in Review

Freedom Investment Management sold out of Acco Brands (ACCO) in Q1 2019, closing a stake of 19,808 shares — an estimated $134K sold.

Freedom Investment Management first reported a position in ACCO in Q1 2017 and held it in 8 quarters. The position peaked at $300K in Q4 2017. 200 funds tracked by Wall St. Rank hold ACCO as of Q1 2019.

  • Freedom Investment Management reported no remaining Acco Brands position as of Q1 2019 after selling out during the quarter.
  • Freedom Investment Management sold 19,808 Acco Brands shares in Q1 2019, an estimated $134K.
  • Freedom Investment Management first reported a position in Acco Brands in Q1 2017 and held it in 8 quarters.
  • Freedom Investment Management's Acco Brands position peaked at $300K in Q4 2017.
  • 200 funds tracked by Wall St. Rank held Acco Brands as of Q1 2019.

Based on Freedom Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.