ClearBridge Investments’s Factset FDS Stock Holding History

ClearBridge Investments’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
2013 Q4	–	Sell	-456	Closed	-$50K	–	1106
2013 Q3	$50K	Buy	+456	New	+$49.2K	﹤0.01%	905

Other funds holding FDS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ClearBridge Investments's FDS Position: Q4 2013 in Review

ClearBridge Investments sold out of Factset (FDS) in Q4 2013, closing a stake of 456 shares — an estimated $50K sold.

ClearBridge Investments first reported a position in FDS in Q3 2013 and held it in 1 quarter. The position peaked at $50K in Q3 2013. 298 funds tracked by Wall St. Rank hold FDS as of Q4 2013.

ClearBridge Investments reported no remaining Factset position as of Q4 2013 after selling out during the quarter.
ClearBridge Investments sold 456 Factset shares in Q4 2013, an estimated $50K.
ClearBridge Investments first reported a position in Factset in Q3 2013 and held it in 1 quarter.
ClearBridge Investments's Factset position peaked at $50K in Q3 2013.
298 funds tracked by Wall St. Rank held Factset as of Q4 2013.

Based on ClearBridge Investments's 13F filing for Q4 2013, filed 14 Feb 2014.