Rehmann Capital Advisory Group’s Factset FDS Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	$99.1K	Hold	407	–	–	0.01%	450
2019 Q2	$117K	Sell	407 -73	-15%	-$20.2K	0.01%	567
2019 Q1	$119K	Buy	480 +72	+18%	+$16.1K	0.02%	541
2018 Q4	$81.7K	Sell	408 -83	-17%	-$18.3K	0.01%	455
2018 Q3	$110K	Hold	491	–	–	0.02%	559
2018 Q2	$97.3K	Buy	491 +77	+19%	+$15.4K	0.01%	571
2018 Q1	$83K	Buy	+414	New	+$83.6K	0.01%	592

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Rehmann Capital Advisory Group's FDS Position: Q3 2019 in Review

Rehmann Capital Advisory Group held its Factset (FDS) position steady in Q3 2019 at 407 shares worth $99.1K. The position accounts for 0.01% of the portfolio, ranked #450.

Rehmann Capital Advisory Group first reported a position in FDS in Q1 2018 and has held it in 7 quarters since. The position peaked at $119K in Q1 2019. 492 funds tracked by Wall St. Rank hold FDS as of Q3 2019.

Rehmann Capital Advisory Group held 407 shares of Factset worth $99.1K as of Q3 2019.
Rehmann Capital Advisory Group left its Factset share count unchanged in Q3 2019.
Factset made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #450 holding.
Rehmann Capital Advisory Group first reported a position in Factset in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's Factset position peaked at $119K in Q1 2019.
492 funds tracked by Wall St. Rank held Factset as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.