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Patriot Financial Group Insurance Agency’s SS&C Technologies SSNC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-34
Closed -$2K – 1453
2019
Q2 		$2K Buy
+34
New +$2.05K ﹤0.01% 1148
2018
Q2 		– Sell
-72
Closed -$4K – 886
2018
Q1 		$4K Hold
72
– – ﹤0.01% 792
2017
Q4 		$3K Hold
72
– – ﹤0.01% 837
2017
Q3 		$3K Buy
+72
New +$2.78K ﹤0.01% 801

Other funds holding SSNC

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SSNC Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of SS&C Technologies (SSNC) in Q3 2019, closing a stake of 34 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in SSNC in Q3 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2018. 409 funds tracked by Wall St. Rank hold SSNC as of Q3 2019.

  • Patriot Financial Group Insurance Agency reported no remaining SS&C Technologies position as of Q3 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 34 SS&C Technologies shares in Q3 2019, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in SS&C Technologies in Q3 2017 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's SS&C Technologies position peaked at $4K in Q1 2018.
  • 409 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.