LGWM
ANSS

Litman Gregory Wealth Management’s Ansys ANSS Stock Holding History

Litman Gregory Wealth Management’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
2018
Q2 		– Sell
-375
Closed -$59K – 101
2018
Q1 		$59K Buy
+375
New +$60K 0.02% 87

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Litman Gregory Wealth Management's ANSS Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Ansys (ANSS) in Q2 2018, closing a stake of 375 shares — an estimated $59K sold.

Litman Gregory Wealth Management first reported a position in ANSS in Q1 2018 and held it in 1 quarter. The position peaked at $59K in Q1 2018. 548 funds tracked by Wall St. Rank hold ANSS as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Ansys position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 375 Ansys shares in Q2 2018, an estimated $59K.
  • Litman Gregory Wealth Management first reported a position in Ansys in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Ansys position peaked at $59K in Q1 2018.
  • 548 funds tracked by Wall St. Rank held Ansys as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.