Edge Advisors’s Factset FDS Stock Holding History

Edge Advisors’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-21	Closed	-$4K	–	893
2017 Q4	$4K	Buy	+21	New	+$4.03K	﹤0.01%	801

Other funds holding FDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edge Advisors's FDS Position: Q1 2018 in Review

Edge Advisors sold out of Factset (FDS) in Q1 2018, closing a stake of 21 shares — an estimated $4K sold.

Edge Advisors first reported a position in FDS in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 424 funds tracked by Wall St. Rank hold FDS as of Q1 2018.

Edge Advisors reported no remaining Factset position as of Q1 2018 after selling out during the quarter.
Edge Advisors sold 21 Factset shares in Q1 2018, an estimated $4K.
Edge Advisors first reported a position in Factset in Q4 2017 and held it in 1 quarter.
Edge Advisors's Factset position peaked at $4K in Q4 2017.
424 funds tracked by Wall St. Rank held Factset as of Q1 2018.

Based on Edge Advisors's 13F filing for Q1 2018, filed 15 May 2018.