Symphony Asset Management’s Factset FDS Stock Holding History

Symphony Asset Management’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
2019 Q1	–	Sell	-2,519	Closed	-$504K	–	187
2018 Q4	$504K	Buy	+2,519	New	+$555K	0.15%	81

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Symphony Asset Management's FDS Position: Q1 2019 in Review

Symphony Asset Management sold out of Factset (FDS) in Q1 2019, closing a stake of 2,519 shares — an estimated $504K sold.

Symphony Asset Management first reported a position in FDS in Q4 2018 and held it in 1 quarter. The position peaked at $504K in Q4 2018. 456 funds tracked by Wall St. Rank hold FDS as of Q1 2019.

Symphony Asset Management reported no remaining Factset position as of Q1 2019 after selling out during the quarter.
Symphony Asset Management sold 2,519 Factset shares in Q1 2019, an estimated $504K.
Symphony Asset Management first reported a position in Factset in Q4 2018 and held it in 1 quarter.
Symphony Asset Management's Factset position peaked at $504K in Q4 2018.
456 funds tracked by Wall St. Rank held Factset as of Q1 2019.

Based on Symphony Asset Management's 13F filing for Q1 2019, filed 14 May 2019.