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Mark Sheptoff Financial Planning’s Autodesk ADSK Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q3 		– Sell
-19
Closed -$1K – 396
2015
Q2 		$1K Buy
+19
New +$1.09K ﹤0.01% 343

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's ADSK Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of Autodesk (ADSK) in Q3 2015, closing a stake of 19 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in ADSK in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 428 funds tracked by Wall St. Rank hold ADSK as of Q3 2015.

  • Mark Sheptoff Financial Planning reported no remaining Autodesk position as of Q3 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 19 Autodesk shares in Q3 2015, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Autodesk in Q2 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Autodesk position peaked at $1K in Q2 2015.
  • 428 funds tracked by Wall St. Rank held Autodesk as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.