RIA
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Regal Investment Advisors’s Autodesk ADSK Stock Holding History

Regal Investment Advisors’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-50
Closed -$2K – 274
2015
Q3 		$2K Hold
50
– – ﹤0.01% 922
2015
Q2 		$2K Hold
50
– – ﹤0.01% 830
2015
Q1 		$3K Hold
50
– – ﹤0.01% 862
2014
Q4 		$3K Hold
50
– – ﹤0.01% 795
2014
Q3 		$3K Hold
50
– – ﹤0.01% 837
2014
Q2 		$3K Hold
50
– – ﹤0.01% 804
2014
Q1 		$2K Hold
50
– – ﹤0.01% 815
2013
Q4 		$3K Hold
50
– – ﹤0.01% 719
2013
Q3 		$2K Hold
50
– – ﹤0.01% 784
2013
Q2 		$2K Buy
+50
New +$1.86K ﹤0.01% 781

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return