JWA
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JFS Wealth Advisors’s Asure Software ASUR Stock Holding History

JFS Wealth Advisors’s Portfolio ASUR Stock Details ASUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-8
Closed – – 460
2019
Q1 		$0 Hold
8
– – ﹤0.01% 461
2018
Q4 		$0 Hold
8
– – ﹤0.01% 455
2018
Q3 		$0 Hold
8
– – ﹤0.01% 524
2018
Q2 		$0 Hold
8
– – ﹤0.01% 464
2018
Q1 		$0 Hold
8
– – ﹤0.01% 522
2017
Q4 		$0 Hold
8
– – ﹤0.01% 529
2017
Q3 		$0 Hold
8
– – ﹤0.01% 441
2017
Q2 		$0 Hold
8
– – ﹤0.01% 412
2017
Q1 		$0 Hold
8
– – ﹤0.01% 437
2016
Q4 		$0 Hold
8
– – ﹤0.01% 441
2016
Q3 		$0 Hold
8
– – ﹤0.01% 480
2016
Q2 		$0 Hold
8
– – ﹤0.01% 509
2016
Q1 		$0 Hold
8
– – ﹤0.01% 627
2015
Q4 		$0 Buy
+8
New +$41 ﹤0.01% 536

Other funds holding ASUR

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return