McAdam LLC’s Autodesk ADSK Stock Holding History

McAdam LLC’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
2018 Q4	–	Sell	-20	Closed	-$3K	–	70
2018 Q3	$3K	Sell	20 -6	-23%	-$847	﹤0.01%	455
2018 Q2	$3K	Hold	26	–	–	﹤0.01%	440
2018 Q1	$3K	Buy	+26	New	+$3.1K	﹤0.01%	453

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

McAdam LLC's ADSK Position: Q4 2018 in Review

McAdam LLC sold out of Autodesk (ADSK) in Q4 2018, closing a stake of 20 shares — an estimated $3K sold.

McAdam LLC first reported a position in ADSK in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 679 funds tracked by Wall St. Rank hold ADSK as of Q4 2018.

McAdam LLC reported no remaining Autodesk position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 20 Autodesk shares in Q4 2018, an estimated $3K.
McAdam LLC first reported a position in Autodesk in Q1 2018 and held it in 3 quarters.
McAdam LLC's Autodesk position peaked at $3K in Q3 2018.
679 funds tracked by Wall St. Rank held Autodesk as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.