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Transform Wealth’s Fidelity National Financial FNF Stock Holding History

Transform Wealth’s Portfolio FNF Stock Details FNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-38,584
Closed -$1.4M – 205
2018
Q2 		$1.4M Sell
38,584
-7,696
-17% -$280K 0.25% 113
2018
Q1 		$1.78M Sell
46,280
-2,912
-6% -$111K 0.34% 95
2017
Q4 		$1.86M Buy
+49,192
New +$1.79M 0.34% 94

Other funds holding FNF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transform Wealth's FNF Position: Q3 2018 in Review

Transform Wealth sold out of Fidelity National Financial (FNF) in Q3 2018, closing a stake of 38,584 shares — an estimated $1.4M sold.

Transform Wealth first reported a position in FNF in Q4 2017 and held it in 3 quarters. The position peaked at $1.86M in Q4 2017. 439 funds tracked by Wall St. Rank hold FNF as of Q3 2018.

  • Transform Wealth reported no remaining Fidelity National Financial position as of Q3 2018 after selling out during the quarter.
  • Transform Wealth sold 38,584 Fidelity National Financial shares in Q3 2018, an estimated $1.4M.
  • Transform Wealth first reported a position in Fidelity National Financial in Q4 2017 and held it in 3 quarters.
  • Transform Wealth's Fidelity National Financial position peaked at $1.86M in Q4 2017.
  • 439 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2018.

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