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Winthrop Partners - WNY’s Autodesk ADSK Stock Holding History

Winthrop Partners - WNY’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
2018
Q2 		– Sell
-100
Closed -$12.8K – 306
2018
Q1 		$12.8K Buy
+100
New +$11.9K 0.01% 307

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Winthrop Partners - WNY's ADSK Position: Q2 2018 in Review

Winthrop Partners - WNY sold out of Autodesk (ADSK) in Q2 2018, closing a stake of 100 shares — an estimated $12.8K sold.

Winthrop Partners - WNY first reported a position in ADSK in Q1 2018 and held it in 1 quarter. The position peaked at $12.8K in Q1 2018. 638 funds tracked by Wall St. Rank hold ADSK as of Q2 2018.

  • Winthrop Partners - WNY reported no remaining Autodesk position as of Q2 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 100 Autodesk shares in Q2 2018, an estimated $12.8K.
  • Winthrop Partners - WNY first reported a position in Autodesk in Q1 2018 and held it in 1 quarter.
  • Winthrop Partners - WNY's Autodesk position peaked at $12.8K in Q1 2018.
  • 638 funds tracked by Wall St. Rank held Autodesk as of Q2 2018.

Based on Winthrop Partners - WNY's 13F filing for Q2 2018, filed 30 Jul 2018.