IPC
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Independent Portfolio Consultants’s Factset FDS Stock Holding History

Independent Portfolio Consultants’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$336K Buy
+2,019
New +$330K 0.14% 221
2016
Q3 		– Sell
-65
Closed -$10K – 732
2016
Q2 		$10K Sell
65
-5
-7% -$773 ﹤0.01% 697
2016
Q1 		$11K Hold
70
– – ﹤0.01% 709
2015
Q4 		$11K Hold
70
– – ﹤0.01% 700
2015
Q3 		$11K Hold
70
– – ﹤0.01% 722
2015
Q2 		$11K Buy
+70
New +$11.4K ﹤0.01% 766
2014
Q1 		– Sell
-5,030
Closed -$546K – 462
2013
Q4 		$546K Buy
5,030
+1,235
+33% +$137K 0.19% 190
2013
Q3 		$414K Hold
3,795
– – 0.17% 273
2013
Q2 		$387K Buy
+3,795
New +$364K 0.17% 252

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return