WAS
ACN icon

WESPAC Advisors SoCal’s Accenture ACN Stock Holding History

WESPAC Advisors SoCal’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15
Closed -$2K – 251
2017
Q3 		$2K Sell
15
-21,054
-100% -$2.74M ﹤0.01% 241
2017
Q2 		$2.6M Sell
21,069
-575
-3% -$70K 1.67% 26
2017
Q1 		$2.59M Sell
21,644
-1,565
-7% -$187K 1.61% 29
2016
Q4 		$2.72M Sell
23,209
-27,444
-54% -$3.26M 1.76% 27
2016
Q3 		$6.19M Sell
50,653
-2,369
-4% -$270K 4.18% 1
2016
Q2 		$6.01M Buy
53,022
+919
+2% +$107K 3.91% 3
2016
Q1 		$6.01M Sell
52,103
-1,930
-4% -$198K 4.43% 1
2015
Q4 		$5.65M Buy
+54,033
New +$5.7M 3.73% 4

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WESPAC Advisors SoCal's ACN Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of Accenture (ACN) in Q4 2017, closing a stake of 15 shares — an estimated $2K sold.

WESPAC Advisors SoCal first reported a position in ACN in Q4 2015 and held it in 8 quarters. The position peaked at $6.19M in Q3 2016. 1,240 funds tracked by Wall St. Rank hold ACN as of Q4 2017.

  • WESPAC Advisors SoCal reported no remaining Accenture position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 15 Accenture shares in Q4 2017, an estimated $2K.
  • WESPAC Advisors SoCal first reported a position in Accenture in Q4 2015 and held it in 8 quarters.
  • WESPAC Advisors SoCal's Accenture position peaked at $6.19M in Q3 2016.
  • 1,240 funds tracked by Wall St. Rank held Accenture as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.