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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
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 $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Next Financial Group's ACM Position: Q1 2020 in Review

Next Financial Group sold out of Aecom (ACM) in Q1 2020, closing a stake of 200 shares — an estimated $8.55K sold.

Next Financial Group first reported a position in ACM in Q2 2014 and held it in 15 quarters. The position peaked at $197K in Q3 2016. 303 funds tracked by Wall St. Rank hold ACM as of Q1 2020.

  • Next Financial Group reported no remaining Aecom position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 200 Aecom shares in Q1 2020, an estimated $8.55K.
  • Next Financial Group first reported a position in Aecom in Q2 2014 and held it in 15 quarters.
  • Next Financial Group's Aecom position peaked at $197K in Q3 2016.
  • 303 funds tracked by Wall St. Rank held Aecom as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.