JWS
AZPN

Juncture Wealth Strategies’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Juncture Wealth Strategies’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
-6,621
Closed -$302K – 90
2015
Q2 		$302K Sell
6,621
-2,446
-27% -$112K 0.25% 64
2015
Q1 		$349K Sell
9,067
-15,847
-64% -$610K 0.29% 60
2014
Q4 		$879K Buy
+24,914
New +$879K 0.42% 52

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

Juncture Wealth Strategies's AZPN Position: Q3 2015 in Review

Juncture Wealth Strategies sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2015, closing a stake of 6,621 shares — an estimated $302K sold.

Juncture Wealth Strategies first reported a position in AZPN in Q4 2014 and held it in 3 quarters. The position peaked at $879K in Q4 2014. 236 funds tracked by Wall St. Rank hold AZPN as of Q3 2015.

  • Juncture Wealth Strategies reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2015 after selling out during the quarter.
  • Juncture Wealth Strategies sold 6,621 ASPEN TECHNOLOGY INC shares in Q3 2015, an estimated $302K.
  • Juncture Wealth Strategies first reported a position in ASPEN TECHNOLOGY INC in Q4 2014 and held it in 3 quarters.
  • Juncture Wealth Strategies's ASPEN TECHNOLOGY INC position peaked at $879K in Q4 2014.
  • 236 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2015.

Based on Juncture Wealth Strategies's 13F filing for Q3 2015, filed 23 Oct 2015.