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Herndon Capital Management’s Autodesk ADSK Stock Holding History

Herndon Capital 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
2016
Q4 		– Sell
-21
Closed -$2K – 225
2016
Q3 		$2K Hold
21
– – ﹤0.01% 342
2016
Q2 		$1K Buy
+21
New +$1.22K ﹤0.01% 436

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
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Herndon Capital Management's ADSK Position: Q4 2016 in Review

Herndon Capital Management sold out of Autodesk (ADSK) in Q4 2016, closing a stake of 21 shares — an estimated $2K sold.

Herndon Capital Management first reported a position in ADSK in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 500 funds tracked by Wall St. Rank hold ADSK as of Q4 2016.

  • Herndon Capital Management reported no remaining Autodesk position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 21 Autodesk shares in Q4 2016, an estimated $2K.
  • Herndon Capital Management first reported a position in Autodesk in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Autodesk position peaked at $2K in Q3 2016.
  • 500 funds tracked by Wall St. Rank held Autodesk as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.