Fulcrum Equity Management’s Factset FDS Stock Holding History

Fulcrum Equity 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
2019 Q4	–	Sell	-16	Closed	-$4K	–	128
2019 Q3	$4K	Buy	+16	New	+$4.44K	﹤0.01%	165

Other funds holding FDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fulcrum Equity Management's FDS Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Factset (FDS) in Q4 2019, closing a stake of 16 shares — an estimated $4K sold.

Fulcrum Equity Management first reported a position in FDS in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 522 funds tracked by Wall St. Rank hold FDS as of Q4 2019.

Fulcrum Equity Management reported no remaining Factset position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 16 Factset shares in Q4 2019, an estimated $4K.
Fulcrum Equity Management first reported a position in Factset in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's Factset position peaked at $4K in Q3 2019.
522 funds tracked by Wall St. Rank held Factset as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.