LW
FIG

Linscomb Wealth’s Fortress Investment Group Llc FIG Stock Holding History

Linscomb Wealth’s Portfolio FIG Stock Details FIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-19,899
Closed -$97K – 267
2016
Q4 		$97K Buy
19,899
+84
+0.4% +$426 0.01% 257
2016
Q3 		$98K Buy
19,815
+83
+0.4% +$408 0.01% 246
2016
Q2 		$87K Sell
19,732
-1,815
-8% -$8.81K 0.01% 247
2016
Q1 		$103K Buy
21,547
+72
+0.3% +$324 0.01% 245
2015
Q4 		$109K Sell
21,475
-2,936
-12% -$16.2K 0.01% 246
2015
Q3 		$135K Buy
24,411
+55
+0.2% +$347 0.02% 253
2015
Q2 		$178K Buy
+24,356
New +$195K 0.02% 258
2015
Q1 		– Sell
-24,268
Closed -$195K – 283
2014
Q4 		$195K Buy
24,268
+44
+0.2% +$323 0.02% 264
2014
Q3 		$167K Sell
24,224
-7,974
-25% -$58.8K 0.02% 270
2014
Q2 		$240K Buy
32,198
+95
+0.3% +$693 0.03% 243
2014
Q1 		$238K Buy
+32,103
New +$268K 0.03% 243
2013
Q3 		– Sell
-12,000
Closed -$79K – 249
2013
Q2 		$79K Buy
+12,000
New +$81.3K 0.01% 228

Other funds holding FIG

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth's FIG Position: Q1 2017 in Review

Linscomb Wealth sold out of Fortress Investment Group Llc (FIG) in Q1 2017, closing a stake of 19,899 shares — an estimated $97K sold.

Linscomb Wealth first reported a position in FIG in Q2 2013 and held it in 12 quarters. The position peaked at $240K in Q2 2014. 128 funds tracked by Wall St. Rank hold FIG as of Q1 2017.

  • Linscomb Wealth reported no remaining Fortress Investment Group Llc position as of Q1 2017 after selling out during the quarter.
  • Linscomb Wealth sold 19,899 Fortress Investment Group Llc shares in Q1 2017, an estimated $97K.
  • Linscomb Wealth first reported a position in Fortress Investment Group Llc in Q2 2013 and held it in 12 quarters.
  • Linscomb Wealth's Fortress Investment Group Llc position peaked at $240K in Q2 2014.
  • 128 funds tracked by Wall St. Rank held Fortress Investment Group Llc as of Q1 2017.

Based on Linscomb Wealth's 13F filing for Q1 2017, filed 28 Apr 2017.