Personal Wealth Partners’s Factset FDS Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-3	Closed	-$1K	–	243
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	411
2019 Q3	$1K	Buy	+3	New	+$832	﹤0.01%	425

Other funds holding FDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Personal Wealth Partners's FDS Position: Q1 2020 in Review

Personal Wealth Partners sold out of Factset (FDS) in Q1 2020, closing a stake of 3 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in FDS in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 502 funds tracked by Wall St. Rank hold FDS as of Q1 2020.

Personal Wealth Partners reported no remaining Factset position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 Factset shares in Q1 2020, an estimated $1K.
Personal Wealth Partners first reported a position in Factset in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Factset position peaked at $1K in Q4 2019.
502 funds tracked by Wall St. Rank held Factset as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.