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Magee Thomson Investment Partners’s Franklin Covey FC Stock Holding History

Magee Thomson Investment Partners’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 		– Sell
-317
Closed -$6K – 156
2014
Q1 		$6K Hold
317
– – ﹤0.01% 122
2013
Q4 		$6K Sell
317
-148
-32% -$2.88K ﹤0.01% 118
2013
Q3 		$9K Sell
465
-33
-7% -$528 ﹤0.01% 98
2013
Q2 		$7K Buy
+498
New +$6.91K ﹤0.01% 98

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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

Magee Thomson Investment Partners's FC Position: Q2 2014 in Review

Magee Thomson Investment Partners sold out of Franklin Covey (FC) in Q2 2014, closing a stake of 317 shares — an estimated $6K sold.

Magee Thomson Investment Partners first reported a position in FC in Q2 2013 and held it in 4 quarters. The position peaked at $9K in Q3 2013. 70 funds tracked by Wall St. Rank hold FC as of Q2 2014.

  • Magee Thomson Investment Partners reported no remaining Franklin Covey position as of Q2 2014 after selling out during the quarter.
  • Magee Thomson Investment Partners sold 317 Franklin Covey shares in Q2 2014, an estimated $6K.
  • Magee Thomson Investment Partners first reported a position in Franklin Covey in Q2 2013 and held it in 4 quarters.
  • Magee Thomson Investment Partners's Franklin Covey position peaked at $9K in Q3 2013.
  • 70 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2014.

Based on Magee Thomson Investment Partners's 13F filing for Q2 2014, filed 29 Jul 2014.