Fusion Family Wealth’s Seagate STX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-654	Closed	-$24K	–	399
2016 Q4	$24K	Buy	+654	New	+$24.4K	0.01%	175

Other funds holding STX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Fusion Family Wealth's STX Position: Q1 2017 in Review

Fusion Family Wealth sold out of Seagate (STX) in Q1 2017, closing a stake of 654 shares — an estimated $24K sold.

Fusion Family Wealth first reported a position in STX in Q4 2016 and held it in 1 quarter. The position peaked at $24K in Q4 2016. 557 funds tracked by Wall St. Rank hold STX as of Q1 2017.

Fusion Family Wealth reported no remaining Seagate position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 654 Seagate shares in Q1 2017, an estimated $24K.
Fusion Family Wealth first reported a position in Seagate in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's Seagate position peaked at $24K in Q4 2016.
557 funds tracked by Wall St. Rank held Seagate as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.