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Bridges Investment Management’s Factset FDS Stock Holding History

Bridges Investment Management’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
2019
Q4 		– Sell
-2,981
Closed -$724K – 310
2019
Q3 		$724K Buy
2,981
+160
+6% +$44.4K 0.03% 240
2019
Q2 		$808K Sell
2,821
-213
-7% -$58.9K 0.03% 224
2019
Q1 		$753K Hold
3,034
– – 0.03% 219
2018
Q4 		$607K Buy
3,034
+1,759
+138% +$387K 0.03% 234
2018
Q3 		$285K Buy
+1,275
New +$277K 0.01% 240

Other funds holding FDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bridges Investment Management's FDS Position: Q4 2019 in Review

Bridges Investment Management sold out of Factset (FDS) in Q4 2019, closing a stake of 2,981 shares — an estimated $724K sold.

Bridges Investment Management first reported a position in FDS in Q3 2018 and held it in 5 quarters. The position peaked at $808K in Q2 2019. 522 funds tracked by Wall St. Rank hold FDS as of Q4 2019.

  • Bridges Investment Management reported no remaining Factset position as of Q4 2019 after selling out during the quarter.
  • Bridges Investment Management sold 2,981 Factset shares in Q4 2019, an estimated $724K.
  • Bridges Investment Management first reported a position in Factset in Q3 2018 and held it in 5 quarters.
  • Bridges Investment Management's Factset position peaked at $808K in Q2 2019.
  • 522 funds tracked by Wall St. Rank held Factset as of Q4 2019.

Based on Bridges Investment Management's 13F filing for Q4 2019, filed 18 Feb 2020.