Proficio Capital Partners’s ACI Worldwide ACIW Stock Holding History

Proficio Capital Partners’s Portfolio ACIW Stock Details ACIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-23	Closed	-$1K	–	139
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	1662
2019 Q1	$1K	Sell	23 -61	-73%	-$1.86K	﹤0.01%	1460
2018 Q4	$2K	Buy	84 +23	+38%	+$622	﹤0.01%	989
2018 Q3	$2K	Sell	61 -7	-10%	-$191	﹤0.01%	1070
2018 Q2	$2K	Sell	68 -6	-8%	-$146	﹤0.01%	1109
2018 Q1	$2K	Sell	74 -17	-19%	-$402	﹤0.01%	1112
2017 Q4	$2K	Sell	91 -14	-13%	-$325	﹤0.01%	1095
2017 Q3	$2K	Buy	105 +5	+5%	+$113	﹤0.01%	1071
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	1075
2017 Q1	$2K	Buy	100 +6	+6%	+$122	﹤0.01%	1109
2016 Q4	$2K	Hold	94	–	–	﹤0.01%	885
2016 Q3	$2K	Buy	+94	New	+$1.78K	﹤0.01%	841

Other funds holding ACIW

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

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return