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Jaffetilchin Investment Partners’s Factset FDS Stock Holding History

Jaffetilchin Investment Partners’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
2014
Q4 		– Sell
-2,717
Closed -$330K – 208
2014
Q3 		$330K Buy
+2,717
New +$336K 0.12% 155
2014
Q1 		– Sell
-2,670
Closed -$290K – 199
2013
Q4 		$290K Buy
+2,670
New +$296K 0.14% 149

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Loomis, Sayles & Company
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Wellington Management Group
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BFA
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Polen Capital Management
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BIT
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Jaffetilchin Investment Partners's FDS Position: Q4 2014 in Review

Jaffetilchin Investment Partners sold out of Factset (FDS) in Q4 2014, closing a stake of 2,717 shares — an estimated $330K sold.

Jaffetilchin Investment Partners first reported a position in FDS in Q4 2013 and held it in 2 quarters. The position peaked at $330K in Q3 2014. 322 funds tracked by Wall St. Rank hold FDS as of Q4 2014.

  • Jaffetilchin Investment Partners reported no remaining Factset position as of Q4 2014 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,717 Factset shares in Q4 2014, an estimated $330K.
  • Jaffetilchin Investment Partners first reported a position in Factset in Q4 2013 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Factset position peaked at $330K in Q3 2014.
  • 322 funds tracked by Wall St. Rank held Factset as of Q4 2014.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2014, filed 2 Feb 2015.