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Reilly Financial Advisors’s Axcelis ACLS Stock Holding History

Reilly Financial Advisors’s Portfolio ACLS Stock Details ACLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-8,213
Closed -$65K – 815
2014
Q3 		$65K Hold
8,213
– – 0.02% 222
2014
Q2 		$66K Hold
8,213
– – 0.02% 224
2014
Q1 		$71K Hold
8,213
– – 0.02% 226
2013
Q4 		$80K Hold
8,213
– – 0.02% 189
2013
Q3 		$73K Hold
8,213
– – 0.02% 171
2013
Q2 		$59K Buy
+8,213
New +$47.7K 0.02% 190

Other funds holding ACLS

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

Reilly Financial Advisors's ACLS Position: Q4 2014 in Review

Reilly Financial Advisors sold out of Axcelis (ACLS) in Q4 2014, closing a stake of 8,213 shares — an estimated $65K sold.

Reilly Financial Advisors first reported a position in ACLS in Q2 2013 and held it in 6 quarters. The position peaked at $80K in Q4 2013. 86 funds tracked by Wall St. Rank hold ACLS as of Q4 2014.

  • Reilly Financial Advisors reported no remaining Axcelis position as of Q4 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 8,213 Axcelis shares in Q4 2014, an estimated $65K.
  • Reilly Financial Advisors first reported a position in Axcelis in Q2 2013 and held it in 6 quarters.
  • Reilly Financial Advisors's Axcelis position peaked at $80K in Q4 2013.
  • 86 funds tracked by Wall St. Rank held Axcelis as of Q4 2014.

Based on Reilly Financial Advisors's 13F filing for Q4 2014, filed 16 Jan 2015.