WCM
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Wunderlich Capital Managemnt’s Autodesk ADSK Stock Holding History

Wunderlich Capital Managemnt’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
2016
Q4 		– Sell
-23,706
Closed -$1.72M – 88
2016
Q3 		$1.72M Sell
23,706
-233
-1% -$14.7K 1.37% 18
2016
Q2 		$1.3M Buy
23,939
+318
+1% +$18.4K 1.1% 53
2016
Q1 		$1.38M Buy
23,621
+325
+1% +$16.9K 1.18% 36
2015
Q4 		$1.42M Buy
23,296
+395
+2% +$22.9K 1.22% 33
2015
Q3 		$1.01M Buy
22,901
+730
+3% +$36.6K 0.93% 58
2015
Q2 		$1.11M Sell
22,171
-126
-0.6% -$7.2K 1.08% 50
2015
Q1 		$1.3M Buy
22,297
+142
+0.6% +$8.41K 1.17% 36
2014
Q4 		$1.33M Buy
22,155
+504
+2% +$29.2K 1.13% 43
2014
Q3 		$1.19M Sell
21,651
-921
-4% -$50.5K 1.07% 49
2014
Q2 		$1.27M Buy
+22,572
New +$1.14M 1.16% 40

Other funds holding ADSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return