WCM
ABCO

Wealthcare Capital Management’s Advisory Board Co ABCO Stock Holding History

Wealthcare Capital Management’s Portfolio ABCO Stock Details ABCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-69
Closed -$4K – 992
2015
Q1 		$4K Buy
+69
New +$3.52K ﹤0.01% 717

Other funds holding ABCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthcare Capital Management's ABCO Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Advisory Board Co (ABCO) in Q2 2015, closing a stake of 69 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in ABCO in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 176 funds tracked by Wall St. Rank hold ABCO as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Advisory Board Co position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 69 Advisory Board Co shares in Q2 2015, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Advisory Board Co in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Advisory Board Co position peaked at $4K in Q1 2015.
  • 176 funds tracked by Wall St. Rank held Advisory Board Co as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.