HT
VAR

Heritage Trust’s Varian Medical Systems, Inc. VAR Stock Holding History

Heritage Trust’s Portfolio VAR Stock Details VAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,300
Closed -$118K – 362
2017
Q1 		$118K Buy
+1,300
New +$108K 0.05% 139

Other funds holding VAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Trust's VAR Position: Q2 2017 in Review

Heritage Trust sold out of Varian Medical Systems, Inc. (VAR) in Q2 2017, closing a stake of 1,300 shares — an estimated $118K sold.

Heritage Trust first reported a position in VAR in Q1 2017 and held it in 1 quarter. The position peaked at $118K in Q1 2017. 550 funds tracked by Wall St. Rank hold VAR as of Q2 2017.

  • Heritage Trust reported no remaining Varian Medical Systems, Inc. position as of Q2 2017 after selling out during the quarter.
  • Heritage Trust sold 1,300 Varian Medical Systems, Inc. shares in Q2 2017, an estimated $118K.
  • Heritage Trust first reported a position in Varian Medical Systems, Inc. in Q1 2017 and held it in 1 quarter.
  • Heritage Trust's Varian Medical Systems, Inc. position peaked at $118K in Q1 2017.
  • 550 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q2 2017.

Based on Heritage Trust's 13F filing for Q2 2017, filed 9 Aug 2017.