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Integrated Wealth Counsel’s Accenture ACN Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$15K Hold
126
– – 0.03% 125
2016
Q3 		$15K Buy
+126
New +$14.3K 0.03% 120

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Integrated Wealth Counsel's ACN Position: Q4 2016 in Review

Integrated Wealth Counsel held its Accenture (ACN) position steady in Q4 2016 at 126 shares worth $15K. The position accounts for 0.03% of the portfolio, ranked #125.

Integrated Wealth Counsel first reported a position in ACN in Q3 2016 and has held it in 2 quarters since. 1,083 funds tracked by Wall St. Rank hold ACN as of Q4 2016.

  • Integrated Wealth Counsel held 126 shares of Accenture worth $15K as of Q4 2016.
  • Integrated Wealth Counsel left its Accenture share count unchanged in Q4 2016.
  • Accenture made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #125 holding.
  • Integrated Wealth Counsel first reported a position in Accenture in Q3 2016 and has held it in 2 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Accenture as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.