RPg Family Wealth Advisory’s Autodesk ADSK Stock Holding History

RPg Family Wealth Advisory’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
2018 Q3	–	Sell	-131	Closed	-$17.2K	–	256
2018 Q2	$17.2K	Buy	+131	New	+$17.4K	0.01%	180
2017 Q1	–	Sell	-1,294	Closed	-$95.8K	–	267
2016 Q4	$95.8K	Sell	1,294 -148	-10%	-$10.9K	0.08%	83
2016 Q3	$104K	Sell	1,442 -20	-1%	-$1.26K	0.07%	77
2016 Q2	$79.2K	Sell	1,462 -38	-3%	-$2.2K	0.03%	97
2016 Q1	$87.5K	Hold	1,500	–	–	0.07%	94
2015 Q4	$91.4K	Buy	+1,500	New	+$87.1K	0.08%	64

Other funds holding ADSK

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

RPg Family Wealth Advisory's ADSK Position: Q3 2018 in Review

RPg Family Wealth Advisory sold out of Autodesk (ADSK) in Q3 2018, closing a stake of 131 shares — an estimated $17.2K sold.

RPg Family Wealth Advisory first reported a position in ADSK in Q4 2015 and held it in 6 quarters. The position peaked at $104K in Q3 2016. 672 funds tracked by Wall St. Rank hold ADSK as of Q3 2018.

RPg Family Wealth Advisory reported no remaining Autodesk position as of Q3 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 131 Autodesk shares in Q3 2018, an estimated $17.2K.
RPg Family Wealth Advisory first reported a position in Autodesk in Q4 2015 and held it in 6 quarters.
RPg Family Wealth Advisory's Autodesk position peaked at $104K in Q3 2016.
672 funds tracked by Wall St. Rank held Autodesk as of Q3 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2018, filed 14 Nov 2018.