SWK
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Stephen W. Kidder’s Factset FDS Stock Holding History

Stephen W. Kidder’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
Q1 		– Sell
-1,550
Closed -$299K – 91
2017
Q4 		$299K Sell
1,550
-25
-2% -$4.8K 0.11% 83
2017
Q3 		$284K Sell
1,575
-150
-9% -$24.5K 0.1% 84
2017
Q2 		$286K Sell
1,725
-50
-3% -$8.18K 0.11% 81
2017
Q1 		$292K Sell
1,775
-35
-2% -$6.12K 0.11% 81
2016
Q4 		$296K Hold
1,810
– – 0.12% 84
2016
Q3 		$294K Sell
1,810
-40
-2% -$6.89K 0.12% 83
2016
Q2 		$299K Sell
1,850
-10
-0.5% -$1.55K 0.12% 89
2016
Q1 		$282K Buy
+1,860
New +$277K 0.11% 87

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stephen W. Kidder's FDS Position: Q1 2018 in Review

Stephen W. Kidder sold out of Factset (FDS) in Q1 2018, closing a stake of 1,550 shares — an estimated $299K sold.

Stephen W. Kidder first reported a position in FDS in Q1 2016 and held it in 8 quarters. The position peaked at $299K in Q4 2017. 425 funds tracked by Wall St. Rank hold FDS as of Q1 2018.

  • Stephen W. Kidder reported no remaining Factset position as of Q1 2018 after selling out during the quarter.
  • Stephen W. Kidder sold 1,550 Factset shares in Q1 2018, an estimated $299K.
  • Stephen W. Kidder first reported a position in Factset in Q1 2016 and held it in 8 quarters.
  • Stephen W. Kidder's Factset position peaked at $299K in Q4 2017.
  • 425 funds tracked by Wall St. Rank held Factset as of Q1 2018.

Based on Stephen W. Kidder's 13F filing for Q1 2018, filed 24 Apr 2018.