EHWM
FSP

Eads & Heald Wealth Management’s Franklin Street Properties FSP Stock Holding History

Eads & Heald Wealth Management’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-11,440
Closed -$123K – 125
2017
Q4 		$123K Sell
11,440
-2,890
-20% -$30.4K 0.07% 127
2017
Q3 		$152K Sell
14,330
-145
-1% -$1.5K 0.09% 129
2017
Q2 		$160K Buy
14,475
+310
+2% +$3.59K 0.1% 127
2017
Q1 		$172K Buy
14,165
+1,395
+11% +$17.3K 0.11% 127
2016
Q4 		$165K Buy
+12,770
New +$154K 0.11% 128
2015
Q4 		– Sell
-13,125
Closed -$141K – 134
2015
Q3 		$141K Sell
13,125
-180
-1% -$2.01K 0.1% 132
2015
Q2 		$150K Buy
+13,305
New +$159K 0.1% 132

Other funds holding FSP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return