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Reilly Financial Advisors’s Acco Brands ACCO Stock Holding History

Reilly 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
Q3 		– Sell
-950
Closed -$13K – 1001
2018
Q2 		$13K Buy
+950
New +$12.2K ﹤0.01% 599

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Reilly Financial Advisors's ACCO Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Acco Brands (ACCO) in Q3 2018, closing a stake of 950 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in ACCO in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 230 funds tracked by Wall St. Rank hold ACCO as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Acco Brands position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 950 Acco Brands shares in Q3 2018, an estimated $13K.
  • Reilly Financial Advisors first reported a position in Acco Brands in Q2 2018 and held it in 1 quarter.
  • Reilly Financial Advisors's Acco Brands position peaked at $13K in Q2 2018.
  • 230 funds tracked by Wall St. Rank held Acco Brands as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.