GCA
AZPN

Greenwood Capital Associates’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Greenwood Capital Associates’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-13,399
Closed -$505K – 181
2014
Q3 		$505K Buy
13,399
+5,404
+68% +$204K 0.15% 87
2014
Q2 		$371K Buy
7,995
+1,920
+32% +$89.1K 0.12% 97
2014
Q1 		$257K Buy
+6,075
New +$257K 0.08% 116

Other funds holding AZPN

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenwood Capital Associates's AZPN Position: Q4 2014 in Review

Greenwood Capital Associates sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2014, closing a stake of 13,399 shares — an estimated $505K sold.

Greenwood Capital Associates first reported a position in AZPN in Q1 2014 and held it in 3 quarters. The position peaked at $505K in Q3 2014. 244 funds tracked by Wall St. Rank hold AZPN as of Q4 2014.

  • Greenwood Capital Associates reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2014 after selling out during the quarter.
  • Greenwood Capital Associates sold 13,399 ASPEN TECHNOLOGY INC shares in Q4 2014, an estimated $505K.
  • Greenwood Capital Associates first reported a position in ASPEN TECHNOLOGY INC in Q1 2014 and held it in 3 quarters.
  • Greenwood Capital Associates's ASPEN TECHNOLOGY INC position peaked at $505K in Q3 2014.
  • 244 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2014.

Based on Greenwood Capital Associates's 13F filing for Q4 2014, filed 13 Feb 2015.