WealthOne’s SS&C Technologies SSNC Stock Holding History

WealthOne’s Portfolio SSNC Stock Details SSNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-184	Closed	-$8K	–	482
2018 Q4	$8K	Buy	+184	New	+$8.93K	0.01%	404

Other funds holding SSNC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

WealthOne's SSNC Position: Q1 2019 in Review

WealthOne sold out of SS&C Technologies (SSNC) in Q1 2019, closing a stake of 184 shares — an estimated $8K sold.

WealthOne first reported a position in SSNC in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 432 funds tracked by Wall St. Rank hold SSNC as of Q1 2019.

WealthOne reported no remaining SS&C Technologies position as of Q1 2019 after selling out during the quarter.
WealthOne sold 184 SS&C Technologies shares in Q1 2019, an estimated $8K.
WealthOne first reported a position in SS&C Technologies in Q4 2018 and held it in 1 quarter.
WealthOne's SS&C Technologies position peaked at $8K in Q4 2018.
432 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.