Rowland Carmichael Advisors’s Autodesk ADSK Stock Holding History

Rowland Carmichael 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
2019 Q3	–	Sell	-6,731	Closed	-$1.1M	–	351
2019 Q2	$1.1M	Sell	6,731 -100	-1%	-$16.8K	0.38%	58
2019 Q1	$1.06M	Sell	6,831 -4,429	-39%	-$662K	0.39%	53
2018 Q4	$1.45M	Hold	11,260	–	–	0.64%	23
2018 Q3	$1.76M	Sell	11,260 -1,519	-12%	-$215K	0.68%	17
2018 Q2	$1.68M	Hold	12,779	–	–	0.71%	16
2018 Q1	$1.6M	Sell	12,779 -14	-0.1%	-$1.67K	0.88%	14
2017 Q4	$1.34M	Buy	12,793 +225	+2%	+$26.2K	0.69%	28
2017 Q3	$1.41M	Hold	12,568	–	–	0.78%	23
2017 Q2	$1.27M	Sell	12,568 -2,067	-14%	-$205K	0.73%	25
2017 Q1	$1.26M	Sell	14,635 -1,891	-11%	-$158K	0.77%	23
2016 Q4	$1.22M	Hold	16,526	–	–	0.72%	27
2016 Q3	$1.2M	Hold	16,526	–	–	0.76%	27
2016 Q2	$895K	Buy	16,526 +9,256	+127%	+$536K	0.56%	63
2016 Q1	$424K	Buy	+7,270	New	+$379K	0.39%	88

Other funds holding ADSK

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rowland Carmichael Advisors's ADSK Position: Q3 2019 in Review

Rowland Carmichael Advisors sold out of Autodesk (ADSK) in Q3 2019, closing a stake of 6,731 shares — an estimated $1.1M sold.

Rowland Carmichael Advisors first reported a position in ADSK in Q1 2016 and held it in 14 quarters. The position peaked at $1.76M in Q3 2018. 691 funds tracked by Wall St. Rank hold ADSK as of Q3 2019.

Rowland Carmichael Advisors reported no remaining Autodesk position as of Q3 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 6,731 Autodesk shares in Q3 2019, an estimated $1.1M.
Rowland Carmichael Advisors first reported a position in Autodesk in Q1 2016 and held it in 14 quarters.
Rowland Carmichael Advisors's Autodesk position peaked at $1.76M in Q3 2018.
691 funds tracked by Wall St. Rank held Autodesk as of Q3 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2019, filed 10 Feb 2020.