WCM
ACCO icon

Wealthcare Capital Management’s Acco Brands ACCO Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-605
Closed -$5K – 379
2015
Q1 		$5K Buy
+605
New +$4.8K ﹤0.01% 622

Other funds holding ACCO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Acco Brands (ACCO) in Q2 2015, closing a stake of 605 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in ACCO in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 195 funds tracked by Wall St. Rank hold ACCO as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Acco Brands position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 605 Acco Brands shares in Q2 2015, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Acco Brands in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Acco Brands position peaked at $5K in Q1 2015.
  • 195 funds tracked by Wall St. Rank held Acco Brands as of Q2 2015.

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