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AIM
Acrospire Investment Management’s
Franklin Covey
FC
Stock Holding History
Acrospire Investment Management’s Portfolio
FC Stock Details
FC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q1
–
Sell
-7,113
Closed
-$143K
–
2287
2016
Q4
$143K
Sell
7,113
-2,443
-26%
-$47.7K
0.06%
656
2016
Q3
$170K
Sell
9,556
-500
-5%
-$8.07K
0.11%
223
2016
Q2
$154K
Buy
10,056
+4,243
+73%
+$65.6K
0.11%
183
2016
Q1
$102K
Buy
+5,813
New
+$99.3K
0.07%
312
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OP
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1-Year Est. Return
PAIM
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1-Year Est. Return
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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