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Stoneridge Investment Partners’s FTI Consulting FCN Stock Holding History

Stoneridge Investment Partners’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,274
Closed -$270K – 217
2017
Q4 		$270K Sell
6,274
-3,691
-37% -$151K 0.04% 180
2017
Q3 		$354K Sell
9,965
-9,522
-49% -$320K 0.06% 162
2017
Q2 		$681K Buy
+19,487
New +$711K 0.1% 129
2016
Q3 		– Sell
-17,070
Closed -$694K – 281
2016
Q2 		$694K Sell
17,070
-27,113
-61% -$1.07M 0.1% 192
2016
Q1 		$1.57M Sell
44,183
-24,841
-36% -$832K 0.23% 123
2015
Q4 		$2.39M Buy
+69,024
New +$2.65M 0.32% 98

Other funds holding FCN

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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stoneridge Investment Partners's FCN Position: Q1 2018 in Review

Stoneridge Investment Partners sold out of FTI Consulting (FCN) in Q1 2018, closing a stake of 6,274 shares — an estimated $270K sold.

Stoneridge Investment Partners first reported a position in FCN in Q4 2015 and held it in 6 quarters. The position peaked at $2.39M in Q4 2015. 202 funds tracked by Wall St. Rank hold FCN as of Q1 2018.

  • Stoneridge Investment Partners reported no remaining FTI Consulting position as of Q1 2018 after selling out during the quarter.
  • Stoneridge Investment Partners sold 6,274 FTI Consulting shares in Q1 2018, an estimated $270K.
  • Stoneridge Investment Partners first reported a position in FTI Consulting in Q4 2015 and held it in 6 quarters.
  • Stoneridge Investment Partners's FTI Consulting position peaked at $2.39M in Q4 2015.
  • 202 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2018.

Based on Stoneridge Investment Partners's 13F filing for Q1 2018, filed 27 Apr 2018.