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Wagner Wealth Management (South Carolina)’s Acco Brands ACCO Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5
Closed – – 668
2018
Q1 		$0 Buy
+5
New +$63 ﹤0.01% 626

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ACCO Position: Q2 2018 in Review

Wagner Wealth Management (South Carolina) sold out of Acco Brands (ACCO) in Q2 2018, closing a stake of 5 shares.

Wagner Wealth Management (South Carolina) first reported a position in ACCO in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 229 funds tracked by Wall St. Rank hold ACCO as of Q2 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining Acco Brands position as of Q2 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 5 Acco Brands shares in Q2 2018.
  • Wagner Wealth Management (South Carolina) first reported a position in Acco Brands in Q1 2018 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Acco Brands position peaked at $0 in Q1 2018.
  • 229 funds tracked by Wall St. Rank held Acco Brands as of Q2 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2018, filed 1 Aug 2018.