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Toth Financial Advisory’s Franklin Covey FC Stock Holding History

Toth Financial Advisory’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-20,400
Closed -$366K – 109
2013
Q3 		$366K Buy
+20,400
New +$327K 0.17% 88

Other funds holding FC

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
WA
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PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Toth Financial Advisory's FC Position: Q4 2013 in Review

Toth Financial Advisory sold out of Franklin Covey (FC) in Q4 2013, closing a stake of 20,400 shares — an estimated $366K sold.

Toth Financial Advisory first reported a position in FC in Q3 2013 and held it in 1 quarter. The position peaked at $366K in Q3 2013. 72 funds tracked by Wall St. Rank hold FC as of Q4 2013.

  • Toth Financial Advisory reported no remaining Franklin Covey position as of Q4 2013 after selling out during the quarter.
  • Toth Financial Advisory sold 20,400 Franklin Covey shares in Q4 2013, an estimated $366K.
  • Toth Financial Advisory first reported a position in Franklin Covey in Q3 2013 and held it in 1 quarter.
  • Toth Financial Advisory's Franklin Covey position peaked at $366K in Q3 2013.
  • 72 funds tracked by Wall St. Rank held Franklin Covey as of Q4 2013.

Based on Toth Financial Advisory's 13F filing for Q4 2013, filed 3 Jan 2014.