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Brian C. Broderick’s Factset FDS Stock Holding History

Brian C. Broderick’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
2016
Q3 		– Sell
-1,385
Closed -$224K – 100
2016
Q2 		$224K Sell
1,385
-75
-5% -$11.6K 0.09% 97
2016
Q1 		$221K Buy
+1,460
New +$218K 0.1% 94

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brian C. Broderick's FDS Position: Q3 2016 in Review

Brian C. Broderick sold out of Factset (FDS) in Q3 2016, closing a stake of 1,385 shares — an estimated $224K sold.

Brian C. Broderick first reported a position in FDS in Q1 2016 and held it in 2 quarters. The position peaked at $224K in Q2 2016. 369 funds tracked by Wall St. Rank hold FDS as of Q3 2016.

  • Brian C. Broderick reported no remaining Factset position as of Q3 2016 after selling out during the quarter.
  • Brian C. Broderick sold 1,385 Factset shares in Q3 2016, an estimated $224K.
  • Brian C. Broderick first reported a position in Factset in Q1 2016 and held it in 2 quarters.
  • Brian C. Broderick's Factset position peaked at $224K in Q2 2016.
  • 369 funds tracked by Wall St. Rank held Factset as of Q3 2016.

Based on Brian C. Broderick's 13F filing for Q3 2016, filed 16 Nov 2016.