Fusion Family Wealth’s Autodesk ADSK Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-464	Closed	-$37K	–	317
2016 Q4	$37K	Buy	+464	New	+$34.2K	0.02%	141

Other funds holding ADSK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fusion Family Wealth's ADSK Position: Q1 2017 in Review

Fusion Family Wealth sold out of Autodesk (ADSK) in Q1 2017, closing a stake of 464 shares — an estimated $37K sold.

Fusion Family Wealth first reported a position in ADSK in Q4 2016 and held it in 1 quarter. The position peaked at $37K in Q4 2016. 494 funds tracked by Wall St. Rank hold ADSK as of Q1 2017.

Fusion Family Wealth reported no remaining Autodesk position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 464 Autodesk shares in Q1 2017, an estimated $37K.
Fusion Family Wealth first reported a position in Autodesk in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's Autodesk position peaked at $37K in Q4 2016.
494 funds tracked by Wall St. Rank held Autodesk as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.