CWM
FTR

Confluence Wealth Management’s Frontier Communications Corp. FTR Stock Holding History

Confluence Wealth Management’s Portfolio FTR Stock Details FTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,697
Closed -$149K – 133
2014
Q2 		$149K Buy
+1,697
New +$147K 0.08% 130

Other funds holding FTR

Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Confluence Wealth Management's FTR Position: Q3 2014 in Review

Confluence Wealth Management sold out of Frontier Communications Corp. (FTR) in Q3 2014, closing a stake of 1,697 shares — an estimated $149K sold.

Confluence Wealth Management first reported a position in FTR in Q2 2014 and held it in 1 quarter. The position peaked at $149K in Q2 2014. 551 funds tracked by Wall St. Rank hold FTR as of Q3 2014.

  • Confluence Wealth Management reported no remaining Frontier Communications Corp. position as of Q3 2014 after selling out during the quarter.
  • Confluence Wealth Management sold 1,697 Frontier Communications Corp. shares in Q3 2014, an estimated $149K.
  • Confluence Wealth Management first reported a position in Frontier Communications Corp. in Q2 2014 and held it in 1 quarter.
  • Confluence Wealth Management's Frontier Communications Corp. position peaked at $149K in Q2 2014.
  • 551 funds tracked by Wall St. Rank held Frontier Communications Corp. as of Q3 2014.

Based on Confluence Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.