Simply Money Advisors’s Factset FDS Stock Holding History

Simply Money 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
2013 Q3	–	Sell	-45	Closed	-$5K	–	202
2013 Q2	$5K	Buy	+45	New	+$4.32K	﹤0.01%	243

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BFA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simply Money Advisors's FDS Position: Q3 2013 in Review

Simply Money Advisors sold out of Factset (FDS) in Q3 2013, closing a stake of 45 shares — an estimated $5K sold.

Simply Money Advisors first reported a position in FDS in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 281 funds tracked by Wall St. Rank hold FDS as of Q3 2013.

Simply Money Advisors reported no remaining Factset position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 45 Factset shares in Q3 2013, an estimated $5K.
Simply Money Advisors first reported a position in Factset in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Factset position peaked at $5K in Q2 2013.
281 funds tracked by Wall St. Rank held Factset as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.