MWM
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MinichMacGregor Wealth Management’s Autodesk ADSK Stock Holding History

MinichMacGregor Wealth Management’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
Q1 		– Sell
-191
Closed -$10K – 427
2015
Q4 		$10K Buy
+191
New +$11.1K 0.01% 229

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

MinichMacGregor Wealth Management's ADSK Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of Autodesk (ADSK) in Q1 2016, closing a stake of 191 shares — an estimated $10K sold.

MinichMacGregor Wealth Management first reported a position in ADSK in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 450 funds tracked by Wall St. Rank hold ADSK as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining Autodesk position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 191 Autodesk shares in Q1 2016, an estimated $10K.
  • MinichMacGregor Wealth Management first reported a position in Autodesk in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Autodesk position peaked at $10K in Q4 2015.
  • 450 funds tracked by Wall St. Rank held Autodesk as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.