WIM
AZPN

Westside Investment Management’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Westside Investment Management’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
2017
Q2 		– Sell
-201
Closed -$11.6K – 843
2017
Q1 		$11.6K Buy
201
+48
+31% +$2.77K 0.01% 456
2016
Q4 		$8.51K Buy
+153
New +$8.51K 0.01% 437

Other funds holding AZPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Westside Investment Management's AZPN Position: Q2 2017 in Review

Westside Investment Management sold out of ASPEN TECHNOLOGY INC (AZPN) in Q2 2017, closing a stake of 201 shares — an estimated $11.6K sold.

Westside Investment Management first reported a position in AZPN in Q4 2016 and held it in 2 quarters. The position peaked at $11.6K in Q1 2017. 250 funds tracked by Wall St. Rank hold AZPN as of Q2 2017.

  • Westside Investment Management reported no remaining ASPEN TECHNOLOGY INC position as of Q2 2017 after selling out during the quarter.
  • Westside Investment Management sold 201 ASPEN TECHNOLOGY INC shares in Q2 2017, an estimated $11.6K.
  • Westside Investment Management first reported a position in ASPEN TECHNOLOGY INC in Q4 2016 and held it in 2 quarters.
  • Westside Investment Management's ASPEN TECHNOLOGY INC position peaked at $11.6K in Q1 2017.
  • 250 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q2 2017.

Based on Westside Investment Management's 13F filing for Q2 2017, filed 15 Aug 2017.