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Wellington Shields Capital Management’s Autodesk ADSK Stock Holding History

Wellington Shields Capital Management’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,500
Closed -$367K – 326
2017
Q4 		$367K Buy
+3,500
New +$408K 0.06% 248

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Shields Capital Management's ADSK Position: Q1 2018 in Review

Wellington Shields Capital Management sold out of Autodesk (ADSK) in Q1 2018, closing a stake of 3,500 shares — an estimated $367K sold.

Wellington Shields Capital Management first reported a position in ADSK in Q4 2017 and held it in 1 quarter. The position peaked at $367K in Q4 2017. 630 funds tracked by Wall St. Rank hold ADSK as of Q1 2018.

  • Wellington Shields Capital Management reported no remaining Autodesk position as of Q1 2018 after selling out during the quarter.
  • Wellington Shields Capital Management sold 3,500 Autodesk shares in Q1 2018, an estimated $367K.
  • Wellington Shields Capital Management first reported a position in Autodesk in Q4 2017 and held it in 1 quarter.
  • Wellington Shields Capital Management's Autodesk position peaked at $367K in Q4 2017.
  • 630 funds tracked by Wall St. Rank held Autodesk as of Q1 2018.

Based on Wellington Shields Capital Management's 13F filing for Q1 2018, filed 3 May 2018.