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AllSquare Wealth Management’s Fortive FTV Stock Holding History

AllSquare Wealth Management’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-701
Closed -$24K – 381
2016
Q4 		$24K Hold
701
– – 0.02% 176
2016
Q3 		$22K Buy
+701
New +$22.5K 0.02% 163

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AllSquare Wealth Management's FTV Position: Q1 2017 in Review

AllSquare Wealth Management sold out of Fortive (FTV) in Q1 2017, closing a stake of 701 shares — an estimated $24K sold.

AllSquare Wealth Management first reported a position in FTV in Q3 2016 and held it in 2 quarters. The position peaked at $24K in Q4 2016. 775 funds tracked by Wall St. Rank hold FTV as of Q1 2017.

  • AllSquare Wealth Management reported no remaining Fortive position as of Q1 2017 after selling out during the quarter.
  • AllSquare Wealth Management sold 701 Fortive shares in Q1 2017, an estimated $24K.
  • AllSquare Wealth Management first reported a position in Fortive in Q3 2016 and held it in 2 quarters.
  • AllSquare Wealth Management's Fortive position peaked at $24K in Q4 2016.
  • 775 funds tracked by Wall St. Rank held Fortive as of Q1 2017.

Based on AllSquare Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.