IMS
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Index Management Solutions’s Factset FDS Stock Holding History

Index Management Solutions’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
2015
Q3 		$11K Sell
71
-51
-42% -$8.34K 0.01% 517
2015
Q2 		$20K Buy
+122
New +$19.8K 0.02% 490

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BFA
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Wellington Management Group
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BIT
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State Street
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ACM
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Index Management Solutions's FDS Position: Q3 2015 in Review

Index Management Solutions reduced its Factset (FDS) stake by 42% in Q3 2015, selling an estimated $8.34K and leaving 71 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #517.

Index Management Solutions first reported a position in FDS in Q2 2015 and has held it in 2 quarters since. The position peaked at $20K in Q2 2015. 373 funds tracked by Wall St. Rank hold FDS as of Q3 2015.

  • Index Management Solutions held 71 shares of Factset worth $11K as of Q3 2015.
  • Index Management Solutions sold 51 Factset shares in Q3 2015, an estimated $8.34K.
  • Factset made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #517 holding.
  • Index Management Solutions first reported a position in Factset in Q2 2015 and has held it in 2 quarters since.
  • Index Management Solutions's Factset position peaked at $20K in Q2 2015.
  • 373 funds tracked by Wall St. Rank held Factset as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.