LW
FSP

Linscomb Wealth’s Franklin Street Properties FSP Stock Holding History

Linscomb Wealth’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-28,693
Closed -$343K – 274
2013
Q4 		$343K Hold
28,693
– – 0.04% 170
2013
Q3 		$366K Hold
28,693
– – 0.05% 164
2013
Q2 		$379K Buy
+28,693
New +$406K 0.05% 157

Other funds holding FSP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Linscomb Wealth's FSP Position: Q1 2014 in Review

Linscomb Wealth sold out of Franklin Street Properties (FSP) in Q1 2014, closing a stake of 28,693 shares — an estimated $343K sold.

Linscomb Wealth first reported a position in FSP in Q2 2013 and held it in 3 quarters. The position peaked at $379K in Q2 2013. 175 funds tracked by Wall St. Rank hold FSP as of Q1 2014.

  • Linscomb Wealth reported no remaining Franklin Street Properties position as of Q1 2014 after selling out during the quarter.
  • Linscomb Wealth sold 28,693 Franklin Street Properties shares in Q1 2014, an estimated $343K.
  • Linscomb Wealth first reported a position in Franklin Street Properties in Q2 2013 and held it in 3 quarters.
  • Linscomb Wealth's Franklin Street Properties position peaked at $379K in Q2 2013.
  • 175 funds tracked by Wall St. Rank held Franklin Street Properties as of Q1 2014.

Based on Linscomb Wealth's 13F filing for Q1 2014, filed 9 May 2014.