IBEX Wealth Advisors’s Fortive FTV Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-71	Closed	-$2K	–	175
2016 Q4	$2K	Buy	+71	New	+$2.35K	﹤0.01%	433

Other funds holding FTV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IBEX Wealth Advisors's FTV Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Fortive (FTV) in Q1 2017, closing a stake of 71 shares — an estimated $2K sold.

IBEX Wealth Advisors first reported a position in FTV in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 775 funds tracked by Wall St. Rank hold FTV as of Q1 2017.

IBEX Wealth Advisors reported no remaining Fortive position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 71 Fortive shares in Q1 2017, an estimated $2K.
IBEX Wealth Advisors first reported a position in Fortive in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Fortive position peaked at $2K in Q4 2016.
775 funds tracked by Wall St. Rank held Fortive as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.