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Essex Savings Bank’s Fortive FTV Stock Holding History

Essex Savings Bank’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,876
Closed -$238K – 344
2019
Q2 		$238K Sell
3,876
-658
-15% -$34.2K 0.08% 205
2019
Q1 		$240K Sell
4,534
-697
-13% -$34K 0.14% 126
2018
Q4 		$223K Buy
+5,231
New +$246K 0.14% 121

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essex Savings Bank's FTV Position: Q3 2019 in Review

Essex Savings Bank sold out of Fortive (FTV) in Q3 2019, closing a stake of 3,876 shares — an estimated $238K sold.

Essex Savings Bank first reported a position in FTV in Q4 2018 and held it in 3 quarters. The position peaked at $240K in Q1 2019. 770 funds tracked by Wall St. Rank hold FTV as of Q3 2019.

  • Essex Savings Bank reported no remaining Fortive position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 3,876 Fortive shares in Q3 2019, an estimated $238K.
  • Essex Savings Bank first reported a position in Fortive in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Fortive position peaked at $240K in Q1 2019.
  • 770 funds tracked by Wall St. Rank held Fortive as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.