SVWA
FSP

Sound View Wealth Advisors’s Franklin Street Properties FSP Stock Holding History

Sound View Wealth Advisors’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$365K Buy
50,756
+242
+0.5% +$1.74K 0.11% 162
2018
Q4 		$315K Buy
+50,514
New +$371K 0.11% 165

Other funds holding FSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Sound View Wealth Advisors's FSP Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Franklin Street Properties (FSP) stake by 0.48% in Q1 2019, buying an estimated $1.74K and bringing the position to 50,756 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #162.

Sound View Wealth Advisors first reported a position in FSP in Q4 2018 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold FSP as of Q1 2019.

  • Sound View Wealth Advisors held 50,756 shares of Franklin Street Properties worth $365K as of Q1 2019.
  • Sound View Wealth Advisors bought 242 Franklin Street Properties shares in Q1 2019, an estimated $1.74K.
  • Franklin Street Properties made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #162 holding.
  • Sound View Wealth Advisors first reported a position in Franklin Street Properties in Q4 2018 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Franklin Street Properties as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.