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Goelzer Investment Management’s Fortive FTV Stock Holding History

Goelzer Investment Management’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,797
Closed -$424K – 248
2019
Q3 		$424K Sell
9,797
-190
-2% -$8.76K 0.04% 200
2019
Q2 		$513K Sell
9,987
-5,704
-36% -$296K 0.05% 195
2019
Q1 		$830K Buy
+15,691
New +$764K 0.08% 181

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Goelzer Investment Management's FTV Position: Q4 2019 in Review

Goelzer Investment Management sold out of Fortive (FTV) in Q4 2019, closing a stake of 9,797 shares — an estimated $424K sold.

Goelzer Investment Management first reported a position in FTV in Q1 2019 and held it in 3 quarters. The position peaked at $830K in Q1 2019. 829 funds tracked by Wall St. Rank hold FTV as of Q4 2019.

  • Goelzer Investment Management reported no remaining Fortive position as of Q4 2019 after selling out during the quarter.
  • Goelzer Investment Management sold 9,797 Fortive shares in Q4 2019, an estimated $424K.
  • Goelzer Investment Management first reported a position in Fortive in Q1 2019 and held it in 3 quarters.
  • Goelzer Investment Management's Fortive position peaked at $830K in Q1 2019.
  • 829 funds tracked by Wall St. Rank held Fortive as of Q4 2019.

Based on Goelzer Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.