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Pathway Financial Advisors’s Acco Brands ACCO Stock Holding History

Pathway Financial Advisors’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-135
Closed -$2K – 410
2018
Q1 		$2K Hold
135
– – ﹤0.01% 415
2017
Q4 		$2K Buy
+135
New +$1.74K ﹤0.01% 426

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pathway Financial Advisors's ACCO Position: Q2 2018 in Review

Pathway Financial Advisors sold out of Acco Brands (ACCO) in Q2 2018, closing a stake of 135 shares — an estimated $2K sold.

Pathway Financial Advisors first reported a position in ACCO in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 228 funds tracked by Wall St. Rank hold ACCO as of Q2 2018.

  • Pathway Financial Advisors reported no remaining Acco Brands position as of Q2 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 135 Acco Brands shares in Q2 2018, an estimated $2K.
  • Pathway Financial Advisors first reported a position in Acco Brands in Q4 2017 and held it in 2 quarters.
  • Pathway Financial Advisors's Acco Brands position peaked at $2K in Q1 2018.
  • 228 funds tracked by Wall St. Rank held Acco Brands as of Q2 2018.

Based on Pathway Financial Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.