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Sunnymeath Asset Management’s FTI Consulting FCN Stock Holding History

Sunnymeath Asset Management’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
2016
Q4 		$77K Sell
1,700
-14,350
-89% -$624K 0.11% 90
2016
Q3 		$535K Sell
16,050
-7,750
-33% -$335K 1.17% 40
2016
Q2 		$970K Buy
+23,800
New +$942K 1.42% 28

Other funds holding FCN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sunnymeath Asset Management's FCN Position: Q4 2016 in Review

Sunnymeath Asset Management reduced its FTI Consulting (FCN) stake by 89% in Q4 2016, selling an estimated $624K and leaving 1,700 shares worth $77K. The position accounts for 0.11% of the portfolio, ranked #90.

Sunnymeath Asset Management first reported a position in FCN in Q2 2016 and has held it in 3 quarters since. The position peaked at $970K in Q2 2016. 183 funds tracked by Wall St. Rank hold FCN as of Q4 2016.

  • Sunnymeath Asset Management held 1,700 shares of FTI Consulting worth $77K as of Q4 2016.
  • Sunnymeath Asset Management sold 14,350 FTI Consulting shares in Q4 2016, an estimated $624K.
  • FTI Consulting made up 0.11% of Sunnymeath Asset Management's portfolio in Q4 2016, its #90 holding.
  • Sunnymeath Asset Management first reported a position in FTI Consulting in Q2 2016 and has held it in 3 quarters since.
  • Sunnymeath Asset Management's FTI Consulting position peaked at $970K in Q2 2016.
  • 183 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.