KT
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Kanaly Trust’s Autodesk ADSK Stock Holding History

Kanaly Trust’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
2016
Q4 		$4K Hold
55
– – ﹤0.01% 686
2016
Q3 		$4K Sell
55
-2
-4% -$126 ﹤0.01% 664
2016
Q2 		$3K Hold
57
– – ﹤0.01% 694
2016
Q1 		$3K Sell
57
-109
-66% -$5.68K ﹤0.01% 698
2015
Q4 		$10K Sell
166
-240
-59% -$13.9K ﹤0.01% 556
2015
Q3 		$18K Sell
406
-9,775
-96% -$491K ﹤0.01% 461
2015
Q2 		$510K Buy
10,181
+437
+4% +$25K 0.1% 104
2015
Q1 		$571K Buy
9,744
+9,535
+4,562% +$565K 0.11% 109
2014
Q4 		$13K Buy
209
+63
+43% +$3.65K ﹤0.01% 417
2014
Q3 		$8K Hold
146
– – ﹤0.01% 480
2014
Q2 		$8K Buy
+146
New +$7.41K ﹤0.01% 492

Other funds holding ADSK

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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kanaly Trust's ADSK Position: Q4 2016 in Review

Kanaly Trust held its Autodesk (ADSK) position steady in Q4 2016 at 55 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Kanaly Trust first reported a position in ADSK in Q2 2014 and has held it in 11 quarters since. The position peaked at $571K in Q1 2015. 500 funds tracked by Wall St. Rank hold ADSK as of Q4 2016.

  • Kanaly Trust held 55 shares of Autodesk worth $4K as of Q4 2016.
  • Kanaly Trust left its Autodesk share count unchanged in Q4 2016.
  • Autodesk made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #686 holding.
  • Kanaly Trust first reported a position in Autodesk in Q2 2014 and has held it in 11 quarters since.
  • Kanaly Trust's Autodesk position peaked at $571K in Q1 2015.
  • 500 funds tracked by Wall St. Rank held Autodesk as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.