IPC
AZPN

Independent Portfolio Consultants’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Independent Portfolio Consultants’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
2016
Q3 		– Sell
-1,655
Closed -$67K – 778
2016
Q2 		$67K Sell
1,655
-60
-3% -$2.43K 0.02% 511
2016
Q1 		$62K Sell
1,715
-235
-12% -$8.5K 0.02% 545
2015
Q4 		$74K Hold
1,950
– – 0.02% 524
2015
Q3 		$74K Sell
1,950
-50
-3% -$1.9K 0.02% 515
2015
Q2 		$91K Sell
2,000
-100
-5% -$4.55K 0.02% 517
2015
Q1 		$81K Sell
2,100
-45
-2% -$1.74K 0.02% 525
2014
Q4 		$75K Sell
2,145
-7,945
-79% -$278K 0.02% 572
2014
Q3 		$381K Buy
10,090
+960
+11% +$36.3K 0.1% 329
2014
Q2 		$424K Buy
+9,130
New +$424K 0.12% 296

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Independent Portfolio Consultants's AZPN Position: Q3 2016 in Review

Independent Portfolio Consultants sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2016, closing a stake of 1,655 shares — an estimated $67K sold.

Independent Portfolio Consultants first reported a position in AZPN in Q2 2014 and held it in 9 quarters. The position peaked at $424K in Q2 2014. 233 funds tracked by Wall St. Rank hold AZPN as of Q3 2016.

  • Independent Portfolio Consultants reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,655 ASPEN TECHNOLOGY INC shares in Q3 2016, an estimated $67K.
  • Independent Portfolio Consultants first reported a position in ASPEN TECHNOLOGY INC in Q2 2014 and held it in 9 quarters.
  • Independent Portfolio Consultants's ASPEN TECHNOLOGY INC position peaked at $424K in Q2 2014.
  • 233 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2016.

Based on Independent Portfolio Consultants's 13F filing for Q3 2016, filed 5 Oct 2016.