Geneva Advisors’s Autodesk ADSK Stock Holding History

Geneva Advisors’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 Q2	$442K	Hold	4,380	–	–	0.01%	536
2017 Q1	$379K	Sell	4,380 -244	-5%	-$20.4K	0.01%	554
2016 Q4	$342K	Buy	4,624 +216	+5%	+$15.9K	0.01%	551
2016 Q3	$319K	Sell	4,408 -55	-1%	-$3.46K	0.01%	565
2016 Q2	$242K	Buy	4,463 +223	+5%	+$12.9K	﹤0.01%	583
2016 Q1	$247K	Sell	4,240 -71	-2%	-$3.7K	0.01%	577
2015 Q4	$263K	Buy	+4,311	New	+$250K	0.01%	528
2015 Q3	–	Sell	-4,314	Closed	-$216K	–	648
2015 Q2	$216K	Sell	4,314 -127	-3%	-$7.26K	﹤0.01%	594
2015 Q1	$260K	Buy	4,441 +130	+3%	+$7.7K	﹤0.01%	545
2014 Q4	$259K	Sell	4,311 -170	-4%	-$9.84K	﹤0.01%	543
2014 Q3	$247K	Sell	4,481 -61	-1%	-$3.34K	﹤0.01%	553
2014 Q2	$256K	Buy	4,542 +132	+3%	+$6.7K	﹤0.01%	552
2014 Q1	$217K	Hold	4,410	–	–	﹤0.01%	545
2013 Q4	$222K	Buy	+4,410	New	+$193K	﹤0.01%	451

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHCM

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geneva Advisors's ADSK Position: Q2 2017 in Review

Geneva Advisors held its Autodesk (ADSK) position steady in Q2 2017 at 4,380 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #536.

Geneva Advisors first reported a position in ADSK in Q4 2013 and has held it in 14 quarters since. 554 funds tracked by Wall St. Rank hold ADSK as of Q2 2017.

Geneva Advisors held 4,380 shares of Autodesk worth $442K as of Q2 2017.
Geneva Advisors left its Autodesk share count unchanged in Q2 2017.
Autodesk made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #536 holding.
Geneva Advisors first reported a position in Autodesk in Q4 2013 and has held it in 14 quarters since.
554 funds tracked by Wall St. Rank held Autodesk as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.