ADVS β€” ADVENT SOFTWARE INC COM

Ownership history in FEDERATED MDTA LLC  Β·  3 quarters on record

AI Ownership Summary

FEDERATED MDTA LLC reported ADVENT SOFTWARE INC COM (ADVS) in 3 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADVS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FEDERATED MDTA LLC's position in ADVENT SOFTWARE INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
3 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FEDERATED MDTA LLC held ADVS β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ADVS

As of 2016 Q2 β€” sorted by position size

HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About FEDERATED MDTA LLC and ADVS

These are the practical questions this page is built to answer before you even open the full history table.

How long has FEDERATED MDTA LLC reported owning ADVS?

FEDERATED MDTA LLC reported ADVS across 0 quarterly 13F filings.

What was the largest reported ADVS position in FEDERATED MDTA LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for ADVS in FEDERATED MDTA LLC.

What is the latest reported ADVS position on this page?

The most recent filing on this page is 2006 Q1, when FEDERATED MDTA LLC reported 9,293 shares, equal to 0.00% of portfolio, with an estimated market value of $264K.

What does the chart on this ADVS ownership page compare?

The chart compares FEDERATED MDTA LLC's quarterly ADVS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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