HWM
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Highwater Wealth Management’s Accenture ACN Stock Holding History

Highwater Wealth Management’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,518
Closed -$232K – 14
2017
Q4 		$232K Sell
1,518
-53
-3% -$7.68K 0.5% 35
2017
Q3 		$212K Sell
1,571
-290
-16% -$37.8K 0.5% 40
2017
Q2 		$230K Buy
+1,861
New +$227K 0.55% 43

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Highwater Wealth Management's ACN Position: Q1 2018 in Review

Highwater Wealth Management sold out of Accenture (ACN) in Q1 2018, closing a stake of 1,518 shares — an estimated $232K sold.

Highwater Wealth Management first reported a position in ACN in Q2 2017 and held it in 3 quarters. The position peaked at $232K in Q4 2017. 1,273 funds tracked by Wall St. Rank hold ACN as of Q1 2018.

  • Highwater Wealth Management reported no remaining Accenture position as of Q1 2018 after selling out during the quarter.
  • Highwater Wealth Management sold 1,518 Accenture shares in Q1 2018, an estimated $232K.
  • Highwater Wealth Management first reported a position in Accenture in Q2 2017 and held it in 3 quarters.
  • Highwater Wealth Management's Accenture position peaked at $232K in Q4 2017.
  • 1,273 funds tracked by Wall St. Rank held Accenture as of Q1 2018.

Based on Highwater Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.