MFWM
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Motley Fool Wealth Management’s Factset FDS Stock Holding History

Motley Fool 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
2017
Q4 		– Sell
-26,400
Closed -$4.75M – 151
2017
Q3 		$4.75M Buy
26,400
+1,232
+5% +$201K 0.41% 71
2017
Q2 		$4.18M Buy
25,168
+3,172
+14% +$519K 0.38% 79
2017
Q1 		$3.63M Buy
21,996
+973
+5% +$170K 0.35% 85
2016
Q4 		$3.44M Buy
21,023
+751
+4% +$120K 0.37% 84
2016
Q3 		$3.29M Buy
20,272
+5,343
+36% +$921K 0.35% 82
2016
Q2 		$2.41M Buy
14,929
+766
+5% +$118K 0.26% 107
2016
Q1 		$2.15M Buy
14,163
+1,110
+9% +$166K 0.25% 106
2015
Q4 		$2.12M Buy
+13,053
New +$2.19M 0.25% 109

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Motley Fool Wealth Management's FDS Position: Q4 2017 in Review

Motley Fool Wealth Management sold out of Factset (FDS) in Q4 2017, closing a stake of 26,400 shares — an estimated $4.75M sold.

Motley Fool Wealth Management first reported a position in FDS in Q4 2015 and held it in 8 quarters. The position peaked at $4.75M in Q3 2017. 409 funds tracked by Wall St. Rank hold FDS as of Q4 2017.

  • Motley Fool Wealth Management reported no remaining Factset position as of Q4 2017 after selling out during the quarter.
  • Motley Fool Wealth Management sold 26,400 Factset shares in Q4 2017, an estimated $4.75M.
  • Motley Fool Wealth Management first reported a position in Factset in Q4 2015 and held it in 8 quarters.
  • Motley Fool Wealth Management's Factset position peaked at $4.75M in Q3 2017.
  • 409 funds tracked by Wall St. Rank held Factset as of Q4 2017.

Based on Motley Fool Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.