EWM
FIG

Edge Wealth Management’s Fortress Investment Group Llc FIG Stock Holding History

Edge Wealth Management’s Portfolio FIG Stock Details FIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-70,000
Closed -$599K – 441
2013
Q4 		$599K Buy
+70,000
New +$573K 0.28% 46

Other funds holding FIG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TA
Tiptree Advisors New York $172M AUM 86.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edge Wealth Management's FIG Position: Q1 2014 in Review

Edge Wealth Management sold out of Fortress Investment Group Llc (FIG) in Q1 2014, closing a stake of 70,000 shares — an estimated $599K sold.

Edge Wealth Management first reported a position in FIG in Q4 2013 and held it in 1 quarter. The position peaked at $599K in Q4 2013. 118 funds tracked by Wall St. Rank hold FIG as of Q1 2014.

  • Edge Wealth Management reported no remaining Fortress Investment Group Llc position as of Q1 2014 after selling out during the quarter.
  • Edge Wealth Management sold 70,000 Fortress Investment Group Llc shares in Q1 2014, an estimated $599K.
  • Edge Wealth Management first reported a position in Fortress Investment Group Llc in Q4 2013 and held it in 1 quarter.
  • Edge Wealth Management's Fortress Investment Group Llc position peaked at $599K in Q4 2013.
  • 118 funds tracked by Wall St. Rank held Fortress Investment Group Llc as of Q1 2014.

Based on Edge Wealth Management's 13F filing for Q1 2014, filed 8 Apr 2014.