WA
AZPN

Winfield Associates’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Winfield Associates’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
Q3 		– Sell
-121
Closed -$7K – 954
2017
Q2 		$7K Buy
+121
New +$7K ﹤0.01% 467

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winfield Associates's AZPN Position: Q3 2017 in Review

Winfield Associates sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2017, closing a stake of 121 shares — an estimated $7K sold.

Winfield Associates first reported a position in AZPN in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 259 funds tracked by Wall St. Rank hold AZPN as of Q3 2017.

  • Winfield Associates reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2017 after selling out during the quarter.
  • Winfield Associates sold 121 ASPEN TECHNOLOGY INC shares in Q3 2017, an estimated $7K.
  • Winfield Associates first reported a position in ASPEN TECHNOLOGY INC in Q2 2017 and held it in 1 quarter.
  • Winfield Associates's ASPEN TECHNOLOGY INC position peaked at $7K in Q2 2017.
  • 259 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2017.

Based on Winfield Associates's 13F filing for Q3 2017, filed 6 Nov 2017.