AWM
FOE

Avior Wealth Management’s Ferro Corporation FOE Stock Holding History

Avior Wealth Management’s Portfolio FOE Stock Details FOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-149
Closed -$3K – 866
2018
Q1 		$3K Hold
149
– – ﹤0.01% 684
2017
Q4 		$4K Hold
149
– – ﹤0.01% 667
2017
Q3 		$3K Hold
149
– – ﹤0.01% 438
2017
Q2 		$3K Buy
+149
New +$2.55K ﹤0.01% 399
2014
Q2 		– Sell
-114
Closed -$2K – 345
2014
Q1 		$2K Buy
+114
New +$1.51K ﹤0.01% 325

Other funds holding FOE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avior Wealth Management's FOE Position: Q2 2018 in Review

Avior Wealth Management sold out of Ferro Corporation (FOE) in Q2 2018, closing a stake of 149 shares — an estimated $3K sold.

Avior Wealth Management first reported a position in FOE in Q1 2014 and held it in 5 quarters. The position peaked at $4K in Q4 2017. 189 funds tracked by Wall St. Rank hold FOE as of Q2 2018.

  • Avior Wealth Management reported no remaining Ferro Corporation position as of Q2 2018 after selling out during the quarter.
  • Avior Wealth Management sold 149 Ferro Corporation shares in Q2 2018, an estimated $3K.
  • Avior Wealth Management first reported a position in Ferro Corporation in Q1 2014 and held it in 5 quarters.
  • Avior Wealth Management's Ferro Corporation position peaked at $4K in Q4 2017.
  • 189 funds tracked by Wall St. Rank held Ferro Corporation as of Q2 2018.

Based on Avior Wealth Management's 13F filing for Q2 2018, filed 16 Aug 2018.