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Diversified Trust’s FTI Consulting FCN Stock Holding History

Diversified Trust’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,780
Closed -$218K – 469
2013
Q3 		$218K Buy
+5,780
New +$205K 0.02% 439

Other funds holding FCN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diversified Trust's FCN Position: Q4 2013 in Review

Diversified Trust sold out of FTI Consulting (FCN) in Q4 2013, closing a stake of 5,780 shares — an estimated $218K sold.

Diversified Trust first reported a position in FCN in Q3 2013 and held it in 1 quarter. The position peaked at $218K in Q3 2013. 175 funds tracked by Wall St. Rank hold FCN as of Q4 2013.

  • Diversified Trust reported no remaining FTI Consulting position as of Q4 2013 after selling out during the quarter.
  • Diversified Trust sold 5,780 FTI Consulting shares in Q4 2013, an estimated $218K.
  • Diversified Trust first reported a position in FTI Consulting in Q3 2013 and held it in 1 quarter.
  • Diversified Trust's FTI Consulting position peaked at $218K in Q3 2013.
  • 175 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2013.

Based on Diversified Trust's 13F filing for Q4 2013, filed 10 Feb 2014.