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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eads & Heald Wealth Management's FSP Position: Q1 2018 in Review

Eads & Heald Wealth Management sold out of Franklin Street Properties (FSP) in Q1 2018, closing a stake of 11,440 shares — an estimated $123K sold.

Eads & Heald Wealth Management first reported a position in FSP in Q2 2015 and held it in 7 quarters. The position peaked at $172K in Q1 2017. 181 funds tracked by Wall St. Rank hold FSP as of Q1 2018.

Eads & Heald Wealth Management reported no remaining Franklin Street Properties position as of Q1 2018 after selling out during the quarter.
Eads & Heald Wealth Management sold 11,440 Franklin Street Properties shares in Q1 2018, an estimated $123K.
Eads & Heald Wealth Management first reported a position in Franklin Street Properties in Q2 2015 and held it in 7 quarters.
Eads & Heald Wealth Management's Franklin Street Properties position peaked at $172K in Q1 2017.
181 funds tracked by Wall St. Rank held Franklin Street Properties as of Q1 2018.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2018, filed 26 Apr 2018.