Kanaly Trust’s Forum Energy Technologies FET Stock Holding History

Kanaly Trust’s Portfolio FET Stock Details FET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$352K	Hold	800	–	–	0.07%	108
2016 Q3	$318K	Hold	800	–	–	0.07%	119
2016 Q2	$277K	Hold	800	–	–	0.06%	123
2016 Q1	$211K	Hold	800	–	–	0.04%	141
2015 Q4	$199K	Hold	800	–	–	0.04%	144
2015 Q3	$195K	Hold	800	–	–	0.04%	143
2015 Q2	$324K	Hold	800	–	–	0.06%	127
2015 Q1	$314K	Hold	800	–	–	0.06%	132
2014 Q4	$332K	Buy	800 +165	+26%	+$81.4K	0.07%	144
2014 Q3	$389K	Hold	635	–	–	0.08%	134
2014 Q2	$463K	Hold	635	–	–	0.08%	133
2014 Q1	$393K	Hold	635	–	–	0.08%	144
2013 Q4	$359K	Sell	635 -952	-60%	-$539K	0.07%	146
2013 Q3	$857K	Hold	1,587	–	–	0.25%	38
2013 Q2	$966K	Buy	+1,587	New	+$914K	0.3%	33

Other funds holding FET

SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Kanaly Trust's FET Position: Q4 2016 in Review

Kanaly Trust held its Forum Energy Technologies (FET) position steady in Q4 2016 at 800 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #108.

Kanaly Trust first reported a position in FET in Q2 2013 and has held it in 15 quarters since. The position peaked at $966K in Q2 2013. 182 funds tracked by Wall St. Rank hold FET as of Q4 2016.

Kanaly Trust held 800 shares of Forum Energy Technologies worth $352K as of Q4 2016.
Kanaly Trust left its Forum Energy Technologies share count unchanged in Q4 2016.
Forum Energy Technologies made up 0.07% of Kanaly Trust's portfolio in Q4 2016, its #108 holding.
Kanaly Trust first reported a position in Forum Energy Technologies in Q2 2013 and has held it in 15 quarters since.
Kanaly Trust's Forum Energy Technologies position peaked at $966K in Q2 2013.
182 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.