Kathryn A. Hall’s Factset FDS Stock Holding History

Kathryn A. Hall’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 Q3	–	Sell	-4,780	Closed	-$575K	–	28
2014 Q2	$575K	Buy	+4,780	New	+$519K	0.1%	58

Other funds holding FDS

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kathryn A. Hall's FDS Position: Q3 2014 in Review

Kathryn A. Hall sold out of Factset (FDS) in Q3 2014, closing a stake of 4,780 shares — an estimated $575K sold.

Kathryn A. Hall first reported a position in FDS in Q2 2014 and held it in 1 quarter. The position peaked at $575K in Q2 2014. 291 funds tracked by Wall St. Rank hold FDS as of Q3 2014.

Kathryn A. Hall reported no remaining Factset position as of Q3 2014 after selling out during the quarter.
Kathryn A. Hall sold 4,780 Factset shares in Q3 2014, an estimated $575K.
Kathryn A. Hall first reported a position in Factset in Q2 2014 and held it in 1 quarter.
Kathryn A. Hall's Factset position peaked at $575K in Q2 2014.
291 funds tracked by Wall St. Rank held Factset as of Q3 2014.

Based on Kathryn A. Hall's 13F filing for Q3 2014, filed 7 Nov 2014.