Fusion Family Wealth’s Banco Santander SAN Stock Holding History

Fusion Family Wealth’s Portfolio SAN Stock Details SAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-7	Closed	-$1K	–	267
2018 Q3	$1K	Sell	7 -3	-30%	-$15	﹤0.01%	258
2018 Q2	$1K	Sell	10 -5	-33%	-$29	﹤0.01%	281
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	262
2017 Q4	$1K	Sell	15 -26	-63%	-$164	﹤0.01%	274
2017 Q3	$1K	Buy	+41	New	+$262	﹤0.01%	216

Other funds holding SAN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fusion Family Wealth's SAN Position: Q4 2018 in Review

Fusion Family Wealth sold out of Banco Santander (SAN) in Q4 2018, closing a stake of 7 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in SAN in Q3 2017 and held it in 5 quarters. The position peaked at $1K in Q3 2018. 326 funds tracked by Wall St. Rank hold SAN as of Q4 2018.

Fusion Family Wealth reported no remaining Banco Santander position as of Q4 2018 after selling out during the quarter.
Fusion Family Wealth sold 7 Banco Santander shares in Q4 2018, an estimated $1K.
Fusion Family Wealth first reported a position in Banco Santander in Q3 2017 and held it in 5 quarters.
Fusion Family Wealth's Banco Santander position peaked at $1K in Q3 2018.
326 funds tracked by Wall St. Rank held Banco Santander as of Q4 2018.

Based on Fusion Family Wealth's 13F filing for Q4 2018, filed 18 Jan 2019.