IMS
AZPN

Index Management Solutions’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Index Management Solutions’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
2015
Q3 		– Sell
-1,103
Closed -$50K – 846
2015
Q2 		$50K Sell
1,103
-51
-4% -$2.31K 0.05% 241
2015
Q1 		$44K Buy
1,154
+74
+7% +$2.82K 0.03% 153
2014
Q4 		$38K Buy
+1,080
New +$38K 0.01% 509

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
MAI
Marble Arch Investments New York $82.3M AUM 31.35% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Index Management Solutions's AZPN Position: Q3 2015 in Review

Index Management Solutions sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2015, closing a stake of 1,103 shares — an estimated $50K sold.

Index Management Solutions first reported a position in AZPN in Q4 2014 and held it in 3 quarters. The position peaked at $50K in Q2 2015. 236 funds tracked by Wall St. Rank hold AZPN as of Q3 2015.

  • Index Management Solutions reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2015 after selling out during the quarter.
  • Index Management Solutions sold 1,103 ASPEN TECHNOLOGY INC shares in Q3 2015, an estimated $50K.
  • Index Management Solutions first reported a position in ASPEN TECHNOLOGY INC in Q4 2014 and held it in 3 quarters.
  • Index Management Solutions's ASPEN TECHNOLOGY INC position peaked at $50K in Q2 2015.
  • 236 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.