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WealthTrust-Arizona’s SS&C Technologies SSNC Stock Holding History

WealthTrust-Arizona’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
2016
Q4 		– Sell
-878
Closed -$28K – 644
2016
Q3 		$28K Sell
878
-998
-53% -$31.6K 0.02% 203
2016
Q2 		$53K Hold
1,876
– – 0.03% 142
2016
Q1 		$59K Hold
1,876
– – 0.04% 136
2015
Q4 		$64K Hold
1,876
– – 0.04% 129
2015
Q3 		$66K Buy
1,876
+492
+36% +$16.6K 0.04% 117
2015
Q2 		$43K Buy
+1,384
New +$42.4K 0.03% 177

Other funds holding SSNC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

WealthTrust-Arizona's SSNC Position: Q4 2016 in Review

WealthTrust-Arizona sold out of SS&C Technologies (SSNC) in Q4 2016, closing a stake of 878 shares — an estimated $28K sold.

WealthTrust-Arizona first reported a position in SSNC in Q2 2015 and held it in 6 quarters. The position peaked at $66K in Q3 2015. 206 funds tracked by Wall St. Rank hold SSNC as of Q4 2016.

  • WealthTrust-Arizona reported no remaining SS&C Technologies position as of Q4 2016 after selling out during the quarter.
  • WealthTrust-Arizona sold 878 SS&C Technologies shares in Q4 2016, an estimated $28K.
  • WealthTrust-Arizona first reported a position in SS&C Technologies in Q2 2015 and held it in 6 quarters.
  • WealthTrust-Arizona's SS&C Technologies position peaked at $66K in Q3 2015.
  • 206 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2016.

Based on WealthTrust-Arizona's 13F filing for Q4 2016, filed 17 Jan 2017.