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WFG Advisors’s Autodesk ADSK Stock Holding History

WFG Advisors’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
2015
Q3 		– Sell
-48
Closed -$2K – 1599
2015
Q2 		$2K Hold
48
– – ﹤0.01% 1460
2015
Q1 		$3K Sell
48
-1,003
-95% -$59.4K ﹤0.01% 1447
2014
Q4 		$63K Sell
1,051
-550
-34% -$31.8K 0.01% 796
2014
Q3 		$88K Buy
1,601
+500
+45% +$27.4K 0.02% 708
2014
Q2 		$62K Buy
1,101
+50
+5% +$2.54K 0.01% 832
2014
Q1 		$52K Hold
1,051
– – 0.01% 897
2013
Q4 		$53K Hold
1,051
– – 0.01% 976
2013
Q3 		$43K Hold
1,051
– – 0.01% 984
2013
Q2 		$36K Buy
+1,051
New +$39.2K 0.01% 1002

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WFG Advisors's ADSK Position: Q3 2015 in Review

WFG Advisors sold out of Autodesk (ADSK) in Q3 2015, closing a stake of 48 shares — an estimated $2K sold.

WFG Advisors first reported a position in ADSK in Q2 2013 and held it in 9 quarters. The position peaked at $88K in Q3 2014. 429 funds tracked by Wall St. Rank hold ADSK as of Q3 2015.

  • WFG Advisors reported no remaining Autodesk position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 48 Autodesk shares in Q3 2015, an estimated $2K.
  • WFG Advisors first reported a position in Autodesk in Q2 2013 and held it in 9 quarters.
  • WFG Advisors's Autodesk position peaked at $88K in Q3 2014.
  • 429 funds tracked by Wall St. Rank held Autodesk as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.