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WESPAC Advisors SoCal’s ACI Worldwide ACIW Stock Holding History

WESPAC Advisors SoCal’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-135
Closed -$4K – 88
2019
Q1 		$4K Hold
135
– – ﹤0.01% 291
2018
Q4 		$3K Hold
135
– – ﹤0.01% 300
2018
Q3 		$3K Buy
+135
New +$3.68K ﹤0.01% 275
2018
Q2 		– Sell
-135
Closed -$3K – 93
2018
Q1 		$3K Hold
135
– – ﹤0.01% 236
2017
Q4 		$3K Hold
135
– – ﹤0.01% 222
2017
Q3 		$3K Hold
135
– – ﹤0.01% 236
2017
Q2 		$3K Hold
135
– – ﹤0.01% 220
2017
Q1 		$2.89K Hold
135
– – ﹤0.01% 222
2016
Q4 		$2.45K Hold
135
– – ﹤0.01% 228
2016
Q3 		$2.62K Hold
135
– – ﹤0.01% 243
2016
Q2 		$2.63K Hold
135
– – ﹤0.01% 250
2016
Q1 		$2.81K Hold
135
– – ﹤0.01% 252
2015
Q4 		$2K Buy
+135
New +$3.11K ﹤0.01% 232

Other funds holding ACIW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WESPAC Advisors SoCal's ACIW Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of ACI Worldwide (ACIW) in Q2 2019, closing a stake of 135 shares — an estimated $4K sold.

WESPAC Advisors SoCal first reported a position in ACIW in Q4 2015 and held it in 13 quarters. The position peaked at $4K in Q1 2019. 268 funds tracked by Wall St. Rank hold ACIW as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining ACI Worldwide position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 135 ACI Worldwide shares in Q2 2019, an estimated $4K.
  • WESPAC Advisors SoCal first reported a position in ACI Worldwide in Q4 2015 and held it in 13 quarters.
  • WESPAC Advisors SoCal's ACI Worldwide position peaked at $4K in Q1 2019.
  • 268 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.