FFG
FSP

Fortem Financial Group’s Franklin Street Properties FSP Stock Holding History

Fortem Financial Group’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,108
Closed -$5K – 262
2020
Q4 		$5K Buy
+1,108
New +$4.89K ﹤0.01% 396
2020
Q2 		– Sell
-25,927
Closed -$149K – 141
2020
Q1 		$149K Buy
25,927
+4,899
+23% +$34.7K 0.14% 101
2019
Q4 		$180K Buy
21,028
+6,071
+41% +$52.2K 0.13% 113
2019
Q3 		$127K Buy
14,957
+282
+2% +$2.21K 0.11% 110
2019
Q2 		$108K Sell
14,675
-1,852
-11% -$14K 0.11% 141
2019
Q1 		$119K Buy
16,527
+275
+2% +$1.98K 0.12% 134
2018
Q4 		$101K Buy
+16,252
New +$119K 0.12% 122

Other funds holding FSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fortem Financial Group's FSP Position: Q1 2021 in Review

Fortem Financial Group sold out of Franklin Street Properties (FSP) in Q1 2021, closing a stake of 1,108 shares — an estimated $5K sold.

Fortem Financial Group first reported a position in FSP in Q4 2018 and held it in 7 quarters. The position peaked at $180K in Q4 2019. 166 funds tracked by Wall St. Rank hold FSP as of Q1 2021.

  • Fortem Financial Group reported no remaining Franklin Street Properties position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 1,108 Franklin Street Properties shares in Q1 2021, an estimated $5K.
  • Fortem Financial Group first reported a position in Franklin Street Properties in Q4 2018 and held it in 7 quarters.
  • Fortem Financial Group's Franklin Street Properties position peaked at $180K in Q4 2019.
  • 166 funds tracked by Wall St. Rank held Franklin Street Properties as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.