Fusion Family Wealth’s Tapestry TPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-78	Closed	-$3K	–	319
2017 Q1	$3K	Sell	78 -710	-90%	-$26.8K	﹤0.01%	257
2016 Q4	$28K	Buy	+788	New	+$28.8K	0.02%	159

Other funds holding TPR

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fusion Family Wealth's TPR Position: Q2 2017 in Review

Fusion Family Wealth sold out of Tapestry (TPR) in Q2 2017, closing a stake of 78 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in TPR in Q4 2016 and held it in 2 quarters. The position peaked at $28K in Q4 2016. 574 funds tracked by Wall St. Rank hold TPR as of Q2 2017.

Fusion Family Wealth reported no remaining Tapestry position as of Q2 2017 after selling out during the quarter.
Fusion Family Wealth sold 78 Tapestry shares in Q2 2017, an estimated $3K.
Fusion Family Wealth first reported a position in Tapestry in Q4 2016 and held it in 2 quarters.
Fusion Family Wealth's Tapestry position peaked at $28K in Q4 2016.
574 funds tracked by Wall St. Rank held Tapestry as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.