BC
FIA

Burney Company’s FIAT SPA NEW ADS REP 1 ORD SH FIA Stock Holding History

Burney Company’s Portfolio FIA Stock Details FIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-30
Closed – – 428
2013
Q2 		$0 Buy
+30
New – ﹤0.01% 397

Other funds holding FIA

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return
HS
Huntington Steele Oaks, Pennsylvania $387M AUM 23.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return

Burney Company's FIA Position: Q3 2013 in Review

Burney Company sold out of FIAT SPA NEW ADS REP 1 ORD SH (FIA) in Q3 2013, closing a stake of 30 shares.

Burney Company first reported a position in FIA in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 7 funds tracked by Wall St. Rank hold FIA as of Q3 2013.

  • Burney Company reported no remaining FIAT SPA NEW ADS REP 1 ORD SH position as of Q3 2013 after selling out during the quarter.
  • Burney Company sold 30 FIAT SPA NEW ADS REP 1 ORD SH shares in Q3 2013.
  • Burney Company first reported a position in FIAT SPA NEW ADS REP 1 ORD SH in Q2 2013 and held it in 1 quarter.
  • Burney Company's FIAT SPA NEW ADS REP 1 ORD SH position peaked at $0 in Q2 2013.
  • 7 funds tracked by Wall St. Rank held FIAT SPA NEW ADS REP 1 ORD SH as of Q3 2013.

Based on Burney Company's 13F filing for Q3 2013, filed 4 Nov 2013.