MWM
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MinichMacGregor Wealth Management’s Factset FDS Stock Holding History

MinichMacGregor Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20
Closed -$4K – 221
2018
Q3 		$4K Buy
20
+11
+122% +$2.39K ﹤0.01% 404
2018
Q2 		$1K Hold
9
– – ﹤0.01% 480
2018
Q1 		$1K Hold
9
– – ﹤0.01% 461
2017
Q4 		$1K Hold
9
– – ﹤0.01% 453
2017
Q3 		$1K Hold
9
– – ﹤0.01% 428
2017
Q2 		$1K Buy
9
+1
+13% +$164 ﹤0.01% 422
2017
Q1 		$1K Hold
8
– – ﹤0.01% 414
2016
Q4 		$1K Hold
8
– – ﹤0.01% 414
2016
Q3 		$1K Sell
8
-1
-11% -$172 ﹤0.01% 409
2016
Q2 		$1K Hold
9
– – ﹤0.01% 392
2016
Q1 		$1K Buy
+9
New +$1.34K ﹤0.01% 378

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return