JIC
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Joel Isaacson & Co’s Franklin Covey FC Stock Holding History

Joel Isaacson & Co’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,000
Closed -$40K – 297
2016
Q4 		$40K Hold
2,000
– – 0.01% 334
2016
Q3 		$36K Hold
2,000
– – 0.01% 374
2016
Q2 		$31K Hold
2,000
– – 0.01% 399
2016
Q1 		$35K Hold
2,000
– – 0.01% 390
2015
Q4 		$33K Hold
2,000
– – 0.01% 386
2015
Q3 		$32K Hold
2,000
– – 0.01% 401
2015
Q2 		$41K Hold
2,000
– – 0.01% 385
2015
Q1 		$39K Buy
+2,000
New +$36K 0.01% 395

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PM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return