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Elite Wealth Management’s FTI Consulting FCN Stock Holding History

Elite Wealth Management’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-300
Closed -$11K – 671
2014
Q2 		$11K Sell
300
-20,900
-99% -$689K 0.01% 217
2014
Q1 		$707K Buy
+21,200
New +$743K 0.57% 43

Other funds holding FCN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Elite Wealth Management's FCN Position: Q3 2014 in Review

Elite Wealth Management sold out of FTI Consulting (FCN) in Q3 2014, closing a stake of 300 shares — an estimated $11K sold.

Elite Wealth Management first reported a position in FCN in Q1 2014 and held it in 2 quarters. The position peaked at $707K in Q1 2014. 147 funds tracked by Wall St. Rank hold FCN as of Q3 2014.

  • Elite Wealth Management reported no remaining FTI Consulting position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 300 FTI Consulting shares in Q3 2014, an estimated $11K.
  • Elite Wealth Management first reported a position in FTI Consulting in Q1 2014 and held it in 2 quarters.
  • Elite Wealth Management's FTI Consulting position peaked at $707K in Q1 2014.
  • 147 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.