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Foresters Investment Management’s Factset FDS Stock Holding History

Foresters Investment Management’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
-1,683
Closed -$324K – 456
2017
Q4 		$324K Buy
1,683
+273
+19% +$52.4K 0.01% 434
2017
Q3 		$254K Buy
1,410
+379
+37% +$61.9K ﹤0.01% 445
2017
Q2 		$171K Buy
+1,031
New +$169K ﹤0.01% 489

Other funds holding FDS

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Foresters Investment Management's FDS Position: Q1 2018 in Review

Foresters Investment Management sold out of Factset (FDS) in Q1 2018, closing a stake of 1,683 shares — an estimated $324K sold.

Foresters Investment Management first reported a position in FDS in Q2 2017 and held it in 3 quarters. The position peaked at $324K in Q4 2017. 425 funds tracked by Wall St. Rank hold FDS as of Q1 2018.

  • Foresters Investment Management reported no remaining Factset position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 1,683 Factset shares in Q1 2018, an estimated $324K.
  • Foresters Investment Management first reported a position in Factset in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's Factset position peaked at $324K in Q4 2017.
  • 425 funds tracked by Wall St. Rank held Factset as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.