Vontobel Swiss Wealth Advisors’s Accenture ACN Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,725	Closed	-$319K	–	103
2019 Q2	$319K	Buy	1,725 +190	+12%	+$34.1K	0.17%	98
2019 Q1	$270K	Buy	+1,535	New	+$241K	0.29%	46
2018 Q4	–	Sell	-1,870	Closed	-$318K	–	78
2018 Q3	$318K	Hold	1,870	–	–	0.19%	61
2018 Q2	$306K	Hold	1,870	–	–	0.17%	63
2018 Q1	$287K	Sell	1,870 -130	-7%	-$20.6K	0.15%	64
2017 Q4	$306K	Sell	2,000 -875	-30%	-$127K	0.18%	62
2017 Q3	$388K	Buy	2,875 +875	+44%	+$114K	0.24%	52
2017 Q2	$247K	Buy	+2,000	New	+$244K	0.16%	58
2017 Q1	–	Sell	-2,125	Closed	-$249K	–	69
2016 Q4	$249K	Sell	2,125 -500	-19%	-$59.3K	0.15%	60
2016 Q3	$321K	Hold	2,625	–	–	0.17%	54
2016 Q2	$268K	Sell	2,625 -400	-13%	-$46.4K	0.16%	62
2016 Q1	$349K	Buy	+3,025	New	+$311K	0.19%	51

Other funds holding ACN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's ACN Position: Q3 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Accenture (ACN) in Q3 2019, closing a stake of 1,725 shares — an estimated $319K sold.

Vontobel Swiss Wealth Advisors first reported a position in ACN in Q1 2016 and held it in 12 quarters. The position peaked at $388K in Q3 2017. 1,467 funds tracked by Wall St. Rank hold ACN as of Q3 2019.

Vontobel Swiss Wealth Advisors reported no remaining Accenture position as of Q3 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 1,725 Accenture shares in Q3 2019, an estimated $319K.
Vontobel Swiss Wealth Advisors first reported a position in Accenture in Q1 2016 and held it in 12 quarters.
Vontobel Swiss Wealth Advisors's Accenture position peaked at $388K in Q3 2017.
1,467 funds tracked by Wall St. Rank held Accenture as of Q3 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.