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Frontier Wealth Management’s Acco Brands ACCO Stock Holding History

Frontier Wealth 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
2017
Q1 		– Sell
-11,529
Closed -$150K – 396
2016
Q4 		$150K Buy
+11,529
New +$135K 0.02% 371

Other funds holding ACCO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Frontier Wealth Management's ACCO Position: Q1 2017 in Review

Frontier Wealth Management sold out of Acco Brands (ACCO) in Q1 2017, closing a stake of 11,529 shares — an estimated $150K sold.

Frontier Wealth Management first reported a position in ACCO in Q4 2016 and held it in 1 quarter. The position peaked at $150K in Q4 2016. 210 funds tracked by Wall St. Rank hold ACCO as of Q1 2017.

  • Frontier Wealth Management reported no remaining Acco Brands position as of Q1 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 11,529 Acco Brands shares in Q1 2017, an estimated $150K.
  • Frontier Wealth Management first reported a position in Acco Brands in Q4 2016 and held it in 1 quarter.
  • Frontier Wealth Management's Acco Brands position peaked at $150K in Q4 2016.
  • 210 funds tracked by Wall St. Rank held Acco Brands as of Q1 2017.

Based on Frontier Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.