WA
AZPN

WealthTrust-Arizona’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

WealthTrust-Arizona’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-62
Closed -$3K – 689
2014
Q2 		$3K Buy
+62
New +$3K ﹤0.01% 548

Other funds holding AZPN

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WealthTrust-Arizona's AZPN Position: Q3 2014 in Review

WealthTrust-Arizona sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2014, closing a stake of 62 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in AZPN in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 259 funds tracked by Wall St. Rank hold AZPN as of Q3 2014.

  • WealthTrust-Arizona reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 62 ASPEN TECHNOLOGY INC shares in Q3 2014, an estimated $3K.
  • WealthTrust-Arizona first reported a position in ASPEN TECHNOLOGY INC in Q2 2014 and held it in 1 quarter.
  • WealthTrust-Arizona's ASPEN TECHNOLOGY INC position peaked at $3K in Q2 2014.
  • 259 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2014.

Based on WealthTrust-Arizona's 13F filing for Q3 2014, filed 23 Oct 2014.