EWM
FIO

Edge Wealth Management’s FUSION-IO INC COM FIO Stock Holding History

Edge Wealth Management’s Portfolio FIO Stock Details FIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-750
Closed -$8K – 443
2014
Q2 		$8K Sell
750
-500
-40% -$4.64K ﹤0.01% 309
2014
Q1 		$13K Hold
1,250
– – 0.01% 275
2013
Q4 		$11K Sell
1,250
-250
-17% -$2.7K 0.01% 265
2013
Q3 		$20K Buy
+1,500
New +$19.8K 0.01% 199

Edge Wealth Management's FIO Position: Q3 2014 in Review

Edge Wealth Management sold out of FUSION-IO INC COM (FIO) in Q3 2014, closing a stake of 750 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in FIO in Q3 2013 and held it in 4 quarters. The position peaked at $20K in Q3 2013. 0 funds tracked by Wall St. Rank hold FIO as of Q3 2014.

  • Edge Wealth Management reported no remaining FUSION-IO INC COM position as of Q3 2014 after selling out during the quarter.
  • Edge Wealth Management sold 750 FUSION-IO INC COM shares in Q3 2014, an estimated $8K.
  • Edge Wealth Management first reported a position in FUSION-IO INC COM in Q3 2013 and held it in 4 quarters.
  • Edge Wealth Management's FUSION-IO INC COM position peaked at $20K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held FUSION-IO INC COM as of Q3 2014.

Based on Edge Wealth Management's 13F filing for Q3 2014, filed 7 Oct 2014.