SPC
AZPN

Sigma Planning Corp’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Sigma Planning Corp’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,810
Closed -$206K – 1027
2018
Q3 		$206K Sell
1,810
-470
-21% -$53.5K 0.01% 874
2018
Q2 		$211K Buy
+2,280
New +$211K 0.01% 809

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sigma Planning Corp's AZPN Position: Q4 2018 in Review

Sigma Planning Corp sold out of ASPEN TECHNOLOGY INC (AZPN) in Q4 2018, closing a stake of 1,810 shares — an estimated $206K sold.

Sigma Planning Corp first reported a position in AZPN in Q2 2018 and held it in 2 quarters. The position peaked at $211K in Q2 2018. 299 funds tracked by Wall St. Rank hold AZPN as of Q4 2018.

  • Sigma Planning Corp reported no remaining ASPEN TECHNOLOGY INC position as of Q4 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 1,810 ASPEN TECHNOLOGY INC shares in Q4 2018, an estimated $206K.
  • Sigma Planning Corp first reported a position in ASPEN TECHNOLOGY INC in Q2 2018 and held it in 2 quarters.
  • Sigma Planning Corp's ASPEN TECHNOLOGY INC position peaked at $211K in Q2 2018.
  • 299 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q4 2018.

Based on Sigma Planning Corp's 13F filing for Q4 2018, filed 31 Jan 2019.