NFG
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NewFocus Financial Group’s Accenture ACN Stock Holding History

NewFocus Financial Group’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-40,724
Closed -$3.25M – 47
2014
Q1 		$3.25M Sell
40,724
-447
-1% -$36.7K 2.69% 23
2013
Q4 		$3.38M Buy
+41,171
New +$3.11M 2.86% 16

Other funds holding ACN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

NewFocus Financial Group's ACN Position: Q2 2014 in Review

NewFocus Financial Group sold out of Accenture (ACN) in Q2 2014, closing a stake of 40,724 shares — an estimated $3.25M sold.

NewFocus Financial Group first reported a position in ACN in Q4 2013 and held it in 2 quarters. The position peaked at $3.38M in Q4 2013. 857 funds tracked by Wall St. Rank hold ACN as of Q2 2014.

  • NewFocus Financial Group reported no remaining Accenture position as of Q2 2014 after selling out during the quarter.
  • NewFocus Financial Group sold 40,724 Accenture shares in Q2 2014, an estimated $3.25M.
  • NewFocus Financial Group first reported a position in Accenture in Q4 2013 and held it in 2 quarters.
  • NewFocus Financial Group's Accenture position peaked at $3.38M in Q4 2013.
  • 857 funds tracked by Wall St. Rank held Accenture as of Q2 2014.

Based on NewFocus Financial Group's 13F filing for Q2 2014, filed 23 Jul 2014.