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Confluence Investment Management’s Factset FDS Stock Holding History

Confluence Investment Management’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,876
Closed -$305K – 233
2015
Q4 		$305K Buy
+1,876
New +$305K 0.01% 217