FFW
STOR

Fusion Family Wealth’s STORE Capital Corporation STOR Stock Holding History

Fusion Family Wealth’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-190
Closed -$5K – 251
2018
Q4 		$5K Hold
190
– – ﹤0.01% 205
2018
Q3 		$5K Hold
190
– – ﹤0.01% 220
2018
Q2 		$5K Hold
190
– – ﹤0.01% 240
2018
Q1 		$5K Hold
190
– – ﹤0.01% 225
2017
Q4 		$5K Buy
+190
New +$4.86K ﹤0.01% 239
2017
Q3 		– Sell
-190
Closed -$4K – 308
2017
Q2 		$4K Hold
190
– – ﹤0.01% 234
2017
Q1 		$5K Hold
190
– – ﹤0.01% 236
2016
Q4 		$4K Buy
+190
New +$4.9K ﹤0.01% 328

Other funds holding STOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return