Heritage Trust’s Fortinet FTNT Stock Holding History

Heritage Trust’s Portfolio FTNT Stock Details FTNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-625	Closed	-$5K	–	393
2017 Q4	$5K	Buy	+625	New	+$5.09K	﹤0.01%	326

Other funds holding FTNT

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Heritage Trust's FTNT Position: Q1 2018 in Review

Heritage Trust sold out of Fortinet (FTNT) in Q1 2018, closing a stake of 625 shares — an estimated $5K sold.

Heritage Trust first reported a position in FTNT in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 425 funds tracked by Wall St. Rank hold FTNT as of Q1 2018.

Heritage Trust reported no remaining Fortinet position as of Q1 2018 after selling out during the quarter.
Heritage Trust sold 625 Fortinet shares in Q1 2018, an estimated $5K.
Heritage Trust first reported a position in Fortinet in Q4 2017 and held it in 1 quarter.
Heritage Trust's Fortinet position peaked at $5K in Q4 2017.
425 funds tracked by Wall St. Rank held Fortinet as of Q1 2018.

Based on Heritage Trust's 13F filing for Q1 2018, filed 14 May 2018.