QIM
AZPN

Quest Investment Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Quest Investment Management’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-9,690
Closed -$366K – 217
2014
Q3 		$366K Sell
9,690
-5,390
-36% -$204K 0.04% 160
2014
Q2 		$700K Sell
15,080
-1,305
-8% -$60.6K 0.07% 108
2014
Q1 		$694K Sell
16,385
-6,365
-28% -$270K 0.07% 108
2013
Q4 		$951K Sell
22,750
-5
-0% -$209 0.08% 101
2013
Q3 		$786K Sell
22,755
-2,905
-11% -$100K 0.07% 103
2013
Q2 		$739K Buy
+25,660
New +$739K 0.06% 95

Other funds holding AZPN

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Quest Investment Management's AZPN Position: Q4 2014 in Review

Quest Investment Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2014, closing a stake of 9,690 shares — an estimated $366K sold.

Quest Investment Management first reported a position in AZPN in Q2 2013 and held it in 6 quarters. The position peaked at $951K in Q4 2013. 244 funds tracked by Wall St. Rank hold AZPN as of Q4 2014.

  • Quest Investment Management reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2014 after selling out during the quarter.
  • Quest Investment Management sold 9,690 ASPEN TECHNOLOGY INC shares in Q4 2014, an estimated $366K.
  • Quest Investment Management first reported a position in ASPEN TECHNOLOGY INC in Q2 2013 and held it in 6 quarters.
  • Quest Investment Management's ASPEN TECHNOLOGY INC position peaked at $951K in Q4 2013.
  • 244 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2014.

Based on Quest Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.