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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 $127B AUM 44.11% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $6.98B AUM 34.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return