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Credential Securities’s Fortinet FTNT Stock Holding History

Credential Securities’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-22,385
Closed -$114K – 218
2014
Q3 		$114K Sell
22,385
-10,460
-32% -$52.8K 0.08% 154
2014
Q2 		$165K Buy
32,845
+2,890
+10% +$12.9K 0.11% 141
2014
Q1 		$132K Buy
+29,955
New +$131K 0.1% 145

Other funds holding FTNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Credential Securities's FTNT Position: Q4 2014 in Review

Credential Securities sold out of Fortinet (FTNT) in Q4 2014, closing a stake of 22,385 shares — an estimated $114K sold.

Credential Securities first reported a position in FTNT in Q1 2014 and held it in 3 quarters. The position peaked at $165K in Q2 2014. 290 funds tracked by Wall St. Rank hold FTNT as of Q4 2014.

  • Credential Securities reported no remaining Fortinet position as of Q4 2014 after selling out during the quarter.
  • Credential Securities sold 22,385 Fortinet shares in Q4 2014, an estimated $114K.
  • Credential Securities first reported a position in Fortinet in Q1 2014 and held it in 3 quarters.
  • Credential Securities's Fortinet position peaked at $165K in Q2 2014.
  • 290 funds tracked by Wall St. Rank held Fortinet as of Q4 2014.

Based on Credential Securities's 13F filing for Q4 2014, filed 21 Jul 2025.