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Piedmont Investment Advisors’s Franklin Covey FC Stock Holding History

Piedmont Investment Advisors’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
2018
Q3 		– Sell
-170
Closed -$4K – 1449
2018
Q2 		$4K Buy
+170
New +$4.57K ﹤0.01% 2229

Other funds holding FC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Piedmont Investment Advisors's FC Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Franklin Covey (FC) in Q3 2018, closing a stake of 170 shares — an estimated $4K sold.

Piedmont Investment Advisors first reported a position in FC in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 59 funds tracked by Wall St. Rank hold FC as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Franklin Covey position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 170 Franklin Covey shares in Q3 2018, an estimated $4K.
  • Piedmont Investment Advisors first reported a position in Franklin Covey in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Franklin Covey position peaked at $4K in Q2 2018.
  • 59 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.