IPC
ABCO

Independent Portfolio Consultants’s Advisory Board Co ABCO Stock Holding History

Independent Portfolio Consultants’s Portfolio ABCO Stock Details ABCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,275
Closed -$236K – 875
2016
Q3 		$236K Buy
5,275
+2,555
+94% +$105K 0.07% 295
2016
Q2 		$96K Buy
+2,720
New +$89.5K 0.03% 452

Other funds holding ABCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Independent Portfolio Consultants's ABCO Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of Advisory Board Co (ABCO) in Q4 2016, closing a stake of 5,275 shares — an estimated $236K sold.

Independent Portfolio Consultants first reported a position in ABCO in Q2 2016 and held it in 2 quarters. The position peaked at $236K in Q3 2016. 173 funds tracked by Wall St. Rank hold ABCO as of Q4 2016.

  • Independent Portfolio Consultants reported no remaining Advisory Board Co position as of Q4 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 5,275 Advisory Board Co shares in Q4 2016, an estimated $236K.
  • Independent Portfolio Consultants first reported a position in Advisory Board Co in Q2 2016 and held it in 2 quarters.
  • Independent Portfolio Consultants's Advisory Board Co position peaked at $236K in Q3 2016.
  • 173 funds tracked by Wall St. Rank held Advisory Board Co as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.