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Frontier Wealth Management’s Autodesk ADSK Stock Holding History

Frontier Wealth Management’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,063
Closed -$232K – 349
2017
Q3 		$232K Buy
2,063
+23
+1% +$2.54K 0.03% 339
2017
Q2 		$206K Buy
+2,040
New +$202K 0.03% 353
2015
Q3 		– Sell
-4,050
Closed -$203K – 345
2015
Q2 		$203K Buy
+4,050
New +$232K 0.03% 312

Other funds holding ADSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Frontier Wealth Management's ADSK Position: Q4 2017 in Review

Frontier Wealth Management sold out of Autodesk (ADSK) in Q4 2017, closing a stake of 2,063 shares — an estimated $232K sold.

Frontier Wealth Management first reported a position in ADSK in Q2 2015 and held it in 3 quarters. The position peaked at $232K in Q3 2017. 603 funds tracked by Wall St. Rank hold ADSK as of Q4 2017.

  • Frontier Wealth Management reported no remaining Autodesk position as of Q4 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 2,063 Autodesk shares in Q4 2017, an estimated $232K.
  • Frontier Wealth Management first reported a position in Autodesk in Q2 2015 and held it in 3 quarters.
  • Frontier Wealth Management's Autodesk position peaked at $232K in Q3 2017.
  • 603 funds tracked by Wall St. Rank held Autodesk as of Q4 2017.

Based on Frontier Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.