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Founders Capital Management (Texas)’s Factset FDS Stock Holding History

Founders Capital Management (Texas)’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
2017
Q2 		– Sell
-25
Closed -$4K – 367
2017
Q1 		$4K Buy
+25
New +$4.37K ﹤0.01% 358

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Founders Capital Management (Texas)'s FDS Position: Q2 2017 in Review

Founders Capital Management (Texas) sold out of Factset (FDS) in Q2 2017, closing a stake of 25 shares — an estimated $4K sold.

Founders Capital Management (Texas) first reported a position in FDS in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 396 funds tracked by Wall St. Rank hold FDS as of Q2 2017.

  • Founders Capital Management (Texas) reported no remaining Factset position as of Q2 2017 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 25 Factset shares in Q2 2017, an estimated $4K.
  • Founders Capital Management (Texas) first reported a position in Factset in Q1 2017 and held it in 1 quarter.
  • Founders Capital Management (Texas)'s Factset position peaked at $4K in Q1 2017.
  • 396 funds tracked by Wall St. Rank held Factset as of Q2 2017.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2017, filed 19 Jul 2017.