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Litman Gregory Wealth Management’s Fortive FTV Stock Holding History

Litman Gregory Wealth Management’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-278
Closed -$14K – 125
2018
Q1 		$14K Buy
+278
New +$13.2K 0.01% 134

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Litman Gregory Wealth Management's FTV Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Fortive (FTV) in Q2 2018, closing a stake of 278 shares — an estimated $14K sold.

Litman Gregory Wealth Management first reported a position in FTV in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 826 funds tracked by Wall St. Rank hold FTV as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Fortive position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 278 Fortive shares in Q2 2018, an estimated $14K.
  • Litman Gregory Wealth Management first reported a position in Fortive in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Fortive position peaked at $14K in Q1 2018.
  • 826 funds tracked by Wall St. Rank held Fortive as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.