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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fusion Family Wealth's STOR Position: Q1 2019 in Review

Fusion Family Wealth sold out of STORE Capital Corporation (STOR) in Q1 2019, closing a stake of 190 shares — an estimated $5K sold.

Fusion Family Wealth first reported a position in STOR in Q4 2016 and held it in 8 quarters. The position peaked at $5K in Q4 2018. 396 funds tracked by Wall St. Rank hold STOR as of Q1 2019.

  • Fusion Family Wealth reported no remaining STORE Capital Corporation position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 190 STORE Capital Corporation shares in Q1 2019, an estimated $5K.
  • Fusion Family Wealth first reported a position in STORE Capital Corporation in Q4 2016 and held it in 8 quarters.
  • Fusion Family Wealth's STORE Capital Corporation position peaked at $5K in Q4 2018.
  • 396 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.