SWM
ANSS

SVA Wealth Management’s Ansys ANSS Stock Holding History

SVA Wealth Management’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-9,266
Closed -$829K – 203
2016
Q1 		$829K Sell
9,266
-480
-5% -$41.4K 0.14% 113
2015
Q4 		$902K Buy
9,746
+265
+3% +$24.5K 0.16% 120
2015
Q3 		$836K Buy
9,481
+986
+12% +$90.6K 0.16% 126
2015
Q2 		$775K Buy
8,495
+1,453
+21% +$129K 0.14% 132
2015
Q1 		$621K Buy
+7,042
New +$596K 0.11% 147

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVA Wealth Management's ANSS Position: Q2 2016 in Review

SVA Wealth Management sold out of Ansys (ANSS) in Q2 2016, closing a stake of 9,266 shares — an estimated $829K sold.

SVA Wealth Management first reported a position in ANSS in Q1 2015 and held it in 5 quarters. The position peaked at $902K in Q4 2015. 409 funds tracked by Wall St. Rank hold ANSS as of Q2 2016.

  • SVA Wealth Management reported no remaining Ansys position as of Q2 2016 after selling out during the quarter.
  • SVA Wealth Management sold 9,266 Ansys shares in Q2 2016, an estimated $829K.
  • SVA Wealth Management first reported a position in Ansys in Q1 2015 and held it in 5 quarters.
  • SVA Wealth Management's Ansys position peaked at $902K in Q4 2015.
  • 409 funds tracked by Wall St. Rank held Ansys as of Q2 2016.

Based on SVA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.