Robert N. Shapiro’s Factset FDS Stock Holding History

Robert N. Shapiro’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
2014 Q2	–	Sell	-208	Closed	-$22K	–	774
2014 Q1	$22K	Buy	+208	New	+$22K	﹤0.01%	573

Other funds holding FDS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Robert N. Shapiro's FDS Position: Q2 2014 in Review

Robert N. Shapiro sold out of Factset (FDS) in Q2 2014, closing a stake of 208 shares — an estimated $22K sold.

Robert N. Shapiro first reported a position in FDS in Q1 2014 and held it in 1 quarter. The position peaked at $22K in Q1 2014. 298 funds tracked by Wall St. Rank hold FDS as of Q2 2014.

Robert N. Shapiro reported no remaining Factset position as of Q2 2014 after selling out during the quarter.
Robert N. Shapiro sold 208 Factset shares in Q2 2014, an estimated $22K.
Robert N. Shapiro first reported a position in Factset in Q1 2014 and held it in 1 quarter.
Robert N. Shapiro's Factset position peaked at $22K in Q1 2014.
298 funds tracked by Wall St. Rank held Factset as of Q2 2014.

Based on Robert N. Shapiro's 13F filing for Q2 2014, filed 11 Sep 2014.