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Lane Five Capital Management’s Franklin Covey FC Stock Holding History

Lane Five Capital Management’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
2014
Q2 		$3.04M Buy
+150,866
New +$3.15M 5.81% 6

Other funds holding FC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Lane Five Capital Management's FC Position: Q2 2014 in Review

Lane Five Capital Management opened a new position in Franklin Covey (FC) in Q2 2014: 150,866 shares worth $3.04M. The stake represents 5.81% of the portfolio and ranks #6 among its holdings.

70 funds tracked by Wall St. Rank hold FC as of Q2 2014.

  • Lane Five Capital Management held 150,866 shares of Franklin Covey worth $3.04M as of Q2 2014.
  • Franklin Covey was a new Lane Five Capital Management position in Q2 2014.
  • Franklin Covey made up 5.81% of Lane Five Capital Management's portfolio in Q2 2014, its #6 holding.
  • 70 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2014.

Based on Lane Five Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.