Transform Wealth’s FNB Corp FNB Stock Holding History

Transform Wealth’s Portfolio FNB Stock Details FNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-26,000	Closed	-$348K	–	204
2018 Q2	$348K	Sell	26,000 -30,000	-54%	-$404K	0.06%	175
2018 Q1	$754K	Buy	+56,000	New	+$795K	0.14%	155

Other funds holding FNB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Transform Wealth's FNB Position: Q3 2018 in Review

Transform Wealth sold out of FNB Corp (FNB) in Q3 2018, closing a stake of 26,000 shares — an estimated $348K sold.

Transform Wealth first reported a position in FNB in Q1 2018 and held it in 2 quarters. The position peaked at $754K in Q1 2018. 334 funds tracked by Wall St. Rank hold FNB as of Q3 2018.

Transform Wealth reported no remaining FNB Corp position as of Q3 2018 after selling out during the quarter.
Transform Wealth sold 26,000 FNB Corp shares in Q3 2018, an estimated $348K.
Transform Wealth first reported a position in FNB Corp in Q1 2018 and held it in 2 quarters.
Transform Wealth's FNB Corp position peaked at $754K in Q1 2018.
334 funds tracked by Wall St. Rank held FNB Corp as of Q3 2018.

Based on Transform Wealth's 13F filing for Q3 2018, filed 25 Oct 2018.