Solaris Asset Management’s Autodesk ADSK Stock Holding History

Solaris Asset Management’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
2016 Q4	–	Sell	-146	Closed	-$11K	–	272
2016 Q3	$11K	Buy	+146	New	+$9.2K	0.01%	302
2014 Q2	–	Sell	-7,225	Closed	-$355K	–	203
2014 Q1	$355K	Buy	7,225 +150	+2%	+$7.77K	0.25%	72
2013 Q4	$356K	Hold	7,075	–	–	0.24%	79
2013 Q3	$291K	Hold	7,075	–	–	0.21%	99
2013 Q2	$240K	Buy	+7,075	New	+$264K	0.19%	107

Other funds holding ADSK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Solaris Asset Management's ADSK Position: Q4 2016 in Review

Solaris Asset Management sold out of Autodesk (ADSK) in Q4 2016, closing a stake of 146 shares — an estimated $11K sold.

Solaris Asset Management first reported a position in ADSK in Q2 2013 and held it in 5 quarters. The position peaked at $356K in Q4 2013. 500 funds tracked by Wall St. Rank hold ADSK as of Q4 2016.

Solaris Asset Management reported no remaining Autodesk position as of Q4 2016 after selling out during the quarter.
Solaris Asset Management sold 146 Autodesk shares in Q4 2016, an estimated $11K.
Solaris Asset Management first reported a position in Autodesk in Q2 2013 and held it in 5 quarters.
Solaris Asset Management's Autodesk position peaked at $356K in Q4 2013.
500 funds tracked by Wall St. Rank held Autodesk as of Q4 2016.

Based on Solaris Asset Management's 13F filing for Q4 2016, filed 25 Jan 2017.