Reilly Financial Advisors’s SS&C Technologies SSNC Stock Holding History

Reilly Financial Advisors’s Portfolio SSNC Stock Details SSNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-440	Closed	-$27K	–	942
2019 Q4	$27K	Hold	440	–	–	﹤0.01%	440
2019 Q3	$23K	Hold	440	–	–	﹤0.01%	477
2019 Q2	$25K	Hold	440	–	–	﹤0.01%	488
2019 Q1	$28K	Hold	440	–	–	﹤0.01%	453
2018 Q4	$20K	Hold	440	–	–	﹤0.01%	493
2018 Q3	$25K	Hold	440	–	–	﹤0.01%	503
2018 Q2	$23K	Hold	440	–	–	﹤0.01%	465
2018 Q1	$24K	Buy	+440	New	+$21.8K	﹤0.01%	441

Other funds holding SSNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Reilly Financial Advisors's SSNC Position: Q1 2020 in Review

Reilly Financial Advisors sold out of SS&C Technologies (SSNC) in Q1 2020, closing a stake of 440 shares — an estimated $27K sold.

Reilly Financial Advisors first reported a position in SSNC in Q1 2018 and held it in 8 quarters. The position peaked at $28K in Q1 2019. 431 funds tracked by Wall St. Rank hold SSNC as of Q1 2020.

Reilly Financial Advisors reported no remaining SS&C Technologies position as of Q1 2020 after selling out during the quarter.
Reilly Financial Advisors sold 440 SS&C Technologies shares in Q1 2020, an estimated $27K.
Reilly Financial Advisors first reported a position in SS&C Technologies in Q1 2018 and held it in 8 quarters.
Reilly Financial Advisors's SS&C Technologies position peaked at $28K in Q1 2019.
431 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2020.

Based on Reilly Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.