HSA
FIO

Holt-Smith Advisors’s FUSION-IO INC COM FIO Stock Holding History

Holt-Smith Advisors’s Portfolio FIO Stock Details FIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q2 		$621K Buy
+43,600
New +$655K 0.88% 36

Other funds holding FIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Holt-Smith Advisors's FIO Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in FUSION-IO INC COM (FIO) in Q2 2013: 43,600 shares worth $621K. The stake represents 0.88% of the portfolio and ranks #36 among its holdings.

166 funds tracked by Wall St. Rank hold FIO as of Q2 2013.

  • Holt-Smith Advisors held 43,600 shares of FUSION-IO INC COM worth $621K as of Q2 2013.
  • FUSION-IO INC COM was a new Holt-Smith Advisors position in Q2 2013.
  • FUSION-IO INC COM made up 0.88% of Holt-Smith Advisors's portfolio in Q2 2013, its #36 holding.
  • 166 funds tracked by Wall St. Rank held FUSION-IO INC COM as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.