JIC
ANSS

Joel Isaacson & Co’s Ansys ANSS Stock Holding History

Joel Isaacson & Co’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-30
Closed -$3K – 642
2016
Q3 		$3K Hold
30
– – ﹤0.01% 643
2016
Q2 		$3K Hold
30
– – ﹤0.01% 642
2016
Q1 		$3K Sell
30
-40
-57% -$3.45K ﹤0.01% 690
2015
Q4 		$6K Buy
70
+40
+133% +$3.69K ﹤0.01% 598
2015
Q3 		$3K Sell
30
-91
-75% -$8.36K ﹤0.01% 654
2015
Q2 		$11K Buy
+121
New +$10.8K ﹤0.01% 572

Other funds holding ANSS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Joel Isaacson & Co's ANSS Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Ansys (ANSS) in Q4 2016, closing a stake of 30 shares — an estimated $3K sold.

Joel Isaacson & Co first reported a position in ANSS in Q2 2015 and held it in 6 quarters. The position peaked at $11K in Q2 2015. 425 funds tracked by Wall St. Rank hold ANSS as of Q4 2016.

  • Joel Isaacson & Co reported no remaining Ansys position as of Q4 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 30 Ansys shares in Q4 2016, an estimated $3K.
  • Joel Isaacson & Co first reported a position in Ansys in Q2 2015 and held it in 6 quarters.
  • Joel Isaacson & Co's Ansys position peaked at $11K in Q2 2015.
  • 425 funds tracked by Wall St. Rank held Ansys as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.