Fusion Family Wealth’s Wayfair W Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-148	Closed	-$6K	–	323
2017 Q1	$6K	Buy	+148	New	+$5.85K	﹤0.01%	226

Other funds holding W

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harbourvest Partners Boston, Massachusetts $101M AUM 38.13% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Fusion Family Wealth sold out of Wayfair (W) in Q2 2017, closing a stake of 148 shares — an estimated $6K sold.

Fusion Family Wealth first reported a position in W in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 185 funds tracked by Wall St. Rank hold W as of Q2 2017.

Fusion Family Wealth reported no remaining Wayfair position as of Q2 2017 after selling out during the quarter.
Fusion Family Wealth sold 148 Wayfair shares in Q2 2017, an estimated $6K.
Fusion Family Wealth first reported a position in Wayfair in Q1 2017 and held it in 1 quarter.
Fusion Family Wealth's Wayfair position peaked at $6K in Q1 2017.
185 funds tracked by Wall St. Rank held Wayfair as of Q2 2017.

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