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Bellwether Investment Group’s Factset FDS Stock Holding History

Bellwether Investment Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-39
Closed -$6K – 251
2017
Q1 		$6K Hold
39
– – 0.02% 586
2016
Q4 		$6K Buy
+39
New +$6.22K 0.01% 749

Other funds holding FDS

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bellwether Investment Group's FDS Position: Q2 2017 in Review

Bellwether Investment Group sold out of Factset (FDS) in Q2 2017, closing a stake of 39 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in FDS in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 396 funds tracked by Wall St. Rank hold FDS as of Q2 2017.

  • Bellwether Investment Group reported no remaining Factset position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 39 Factset shares in Q2 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in Factset in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Factset position peaked at $6K in Q1 2017.
  • 396 funds tracked by Wall St. Rank held Factset as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.