Invictus RG’s Autodesk ADSK Stock Holding History

Invictus RG’s Portfolio ADSK Stock Details ADSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,269	Closed	-$330K	–	476
2017 Q2	$330K	Buy	+3,269	New	+$323K	0.24%	163
2016 Q4	–	Sell	-4,010	Closed	-$290K	–	614
2016 Q3	$290K	Buy	+4,010	New	+$253K	0.23%	138

Other funds holding ADSK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invictus RG's ADSK Position: Q3 2017 in Review

Invictus RG sold out of Autodesk (ADSK) in Q3 2017, closing a stake of 3,269 shares — an estimated $330K sold.

Invictus RG first reported a position in ADSK in Q3 2016 and held it in 2 quarters. The position peaked at $330K in Q2 2017. 561 funds tracked by Wall St. Rank hold ADSK as of Q3 2017.

Invictus RG reported no remaining Autodesk position as of Q3 2017 after selling out during the quarter.
Invictus RG sold 3,269 Autodesk shares in Q3 2017, an estimated $330K.
Invictus RG first reported a position in Autodesk in Q3 2016 and held it in 2 quarters.
Invictus RG's Autodesk position peaked at $330K in Q2 2017.
561 funds tracked by Wall St. Rank held Autodesk as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.