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Lyons Wealth Management’s Automatic Data Processing ADP Stock Holding History

Lyons Wealth Management’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,284
Closed -$793K – 49
2017
Q3 		$793K Buy
+7,284
New +$780K 1.19% 21
2016
Q1 		– Sell
-10,568
Closed -$894K – 62
2015
Q4 		$894K Sell
10,568
-508
-5% -$43.8K 1.14% 21
2015
Q3 		$892K Sell
11,076
-506
-4% -$40.5K 1.14% 16
2015
Q2 		$930K Sell
11,582
-1,026
-8% -$87.5K 1.06% 24
2015
Q1 		$1.08M Sell
12,608
-1,168
-8% -$101K 1.17% 23
2014
Q4 		$1.15M Buy
+13,776
New +$1.12M 1.2% 15

Other funds holding ADP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lyons Wealth Management's ADP Position: Q4 2017 in Review

Lyons Wealth Management sold out of Automatic Data Processing (ADP) in Q4 2017, closing a stake of 7,284 shares — an estimated $793K sold.

Lyons Wealth Management first reported a position in ADP in Q4 2014 and held it in 6 quarters. The position peaked at $1.15M in Q4 2014. 1,338 funds tracked by Wall St. Rank hold ADP as of Q4 2017.

  • Lyons Wealth Management reported no remaining Automatic Data Processing position as of Q4 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 7,284 Automatic Data Processing shares in Q4 2017, an estimated $793K.
  • Lyons Wealth Management first reported a position in Automatic Data Processing in Q4 2014 and held it in 6 quarters.
  • Lyons Wealth Management's Automatic Data Processing position peaked at $1.15M in Q4 2014.
  • 1,338 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2017.

Based on Lyons Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.