MCM
AZPN

Montibus Capital Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Montibus Capital Management’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$21.8M Buy
631,675
+430,192
+214% +$14.9M 2.36% 2
2013
Q2 		$5.8M Buy
+201,483
New +$5.8M 0.73% 58

Other funds holding AZPN

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Montibus Capital Management's AZPN Position: Q3 2013 in Review

Montibus Capital Management increased its ASPEN TECHNOLOGY INC (AZPN) stake by 214% in Q3 2013, buying an estimated $14.9M and bringing the position to 631,675 shares worth $21.8M. The position accounts for 2.36% of the portfolio, ranked #2.

Montibus Capital Management first reported a position in AZPN in Q2 2013 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold AZPN as of Q3 2013.

  • Montibus Capital Management held 631,675 shares of ASPEN TECHNOLOGY INC worth $21.8M as of Q3 2013.
  • Montibus Capital Management bought 430,192 ASPEN TECHNOLOGY INC shares in Q3 2013, an estimated $14.9M.
  • ASPEN TECHNOLOGY INC made up 2.36% of Montibus Capital Management's portfolio in Q3 2013, its #2 holding.
  • Montibus Capital Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2013.

Based on Montibus Capital Management's 13F filing for Q3 2013, filed 13 Nov 2013.