Howe & Rusling’s SPS Commerce SPSC Stock Holding History

Howe & Rusling’s Portfolio SPSC Stock Details SPSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-82	Closed	-$4K	–	895
2020 Q1	$4K	Sell	82 -6	-7%	-$316	﹤0.01%	544
2019 Q4	$5K	Hold	88	–	–	﹤0.01%	560
2019 Q3	$4K	Hold	88	–	–	﹤0.01%	596
2019 Q2	$4K	Sell	88 -2	-2%	-$104	﹤0.01%	571
2019 Q1	$5K	Sell	90 -10	-10%	-$490	﹤0.01%	545
2018 Q4	$4K	Buy	100 +30	+43%	+$1.31K	﹤0.01%	578
2018 Q3	$3K	Hold	70	–	–	﹤0.01%	680
2018 Q2	$3K	Hold	70	–	–	﹤0.01%	620
2018 Q1	$2K	Sell	70 -18	-20%	-$509	﹤0.01%	795
2017 Q4	$2K	Hold	88	–	–	﹤0.01%	733
2017 Q3	$2K	Hold	88	–	–	﹤0.01%	775
2017 Q2	$3K	Hold	88	–	–	﹤0.01%	740
2017 Q1	$3K	Sell	88 -12	-12%	-$369	﹤0.01%	769
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	803
2016 Q3	$4K	Buy	+100	New	+$3.29K	﹤0.01%	728

Other funds holding SPSC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return