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Secor Capital Advisors’s Factset FDS Stock Holding History

Secor Capital Advisors’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
2018
Q4 		– Sell
-12,939
Closed -$2.9M – 505
2018
Q3 		$2.9M Buy
12,939
+8,323
+180% +$1.81M 0.31% 93
2018
Q2 		$914K Buy
+4,616
New +$922K 0.08% 316

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Secor Capital Advisors's FDS Position: Q4 2018 in Review

Secor Capital Advisors sold out of Factset (FDS) in Q4 2018, closing a stake of 12,939 shares — an estimated $2.9M sold.

Secor Capital Advisors first reported a position in FDS in Q2 2018 and held it in 2 quarters. The position peaked at $2.9M in Q3 2018. 452 funds tracked by Wall St. Rank hold FDS as of Q4 2018.

  • Secor Capital Advisors reported no remaining Factset position as of Q4 2018 after selling out during the quarter.
  • Secor Capital Advisors sold 12,939 Factset shares in Q4 2018, an estimated $2.9M.
  • Secor Capital Advisors first reported a position in Factset in Q2 2018 and held it in 2 quarters.
  • Secor Capital Advisors's Factset position peaked at $2.9M in Q3 2018.
  • 452 funds tracked by Wall St. Rank held Factset as of Q4 2018.

Based on Secor Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.