Next Financial Group’s Aecom ACM Stock Holding History

Next Financial Group’s Portfolio ACM Stock Details ACM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Hold	0	–	–	–	604
2020 Q1	–	Sell	-200	Closed	-$8.55K	–	2098
2019 Q4	$9K	Buy	+200	New	+$8.29K	﹤0.01%	1795
2017 Q4	–	Sell	-1,760	Closed	-$63K	–	287
2017 Q3	$63K	Buy	1,760 +1,000	+132%	+$32.9K	0.02%	632
2017 Q2	$25K	Sell	760 -375	-33%	-$12.4K	0.01%	995
2017 Q1	$39K	Sell	1,135 -4,210	-79%	-$154K	0.01%	802
2016 Q4	$194K	Sell	5,345 -1,290	-19%	-$42.8K	0.03%	474
2016 Q3	$197K	Buy	6,635 +1,775	+37%	+$57.2K	0.04%	474
2016 Q2	$154K	Buy	4,860 +1,200	+33%	+$38K	0.05%	357
2016 Q1	$112K	Hold	3,660	–	–	0.04%	397
2015 Q4	$109K	Buy	3,660 +150	+4%	+$4.51K	0.04%	394
2015 Q3	$96K	Buy	3,510 +750	+27%	+$21.8K	0.03%	436
2015 Q2	$91K	Sell	2,760 -300	-10%	-$9.9K	0.03%	492
2015 Q1	$94K	Buy	3,060 +375	+14%	+$10.7K	0.03%	482
2014 Q4	$82K	Sell	2,685 -1,675	-38%	-$52.3K	0.03%	519
2014 Q3	$147K	Sell	4,360 -1,150	-21%	-$40.8K	0.03%	539
2014 Q2	$190K	Buy	+5,510	New	+$178K	0.1%	160

Other funds holding ACM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return