Transform Wealth’s Varian Medical Systems, Inc. VAR Stock Holding History

Transform Wealth’s Portfolio VAR Stock Details VAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,250	Closed	-$255K	–	190
2018 Q4	$255K	Sell	2,250 -400	-15%	-$45.7K	0.05%	155
2018 Q3	$297K	Sell	2,650 -300	-10%	-$33.9K	0.05%	162
2018 Q2	$335K	Sell	2,950 -200	-6%	-$23.9K	0.06%	179
2018 Q1	$386K	Hold	3,150	–	–	0.07%	185
2017 Q4	$350K	Hold	3,150	–	–	0.06%	207
2017 Q3	$315K	Buy	+3,150	New	+$323K	0.11%	178
2017 Q2	–	Sell	-3,250	Closed	-$296K	–	204
2017 Q1	$296K	Sell	3,250 -456	-12%	-$38K	0.11%	180
2016 Q4	$292K	Buy	3,706 +798	+27%	+$64.6K	0.12%	179
2016 Q3	$254K	Sell	2,908 -798	-22%	-$65.1K	0.11%	179
2016 Q2	$267K	Buy	+3,706	New	+$269K	0.11%	183

Other funds holding VAR

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Transform Wealth's VAR Position: Q1 2019 in Review

Transform Wealth sold out of Varian Medical Systems, Inc. (VAR) in Q1 2019, closing a stake of 2,250 shares — an estimated $255K sold.

Transform Wealth first reported a position in VAR in Q2 2016 and held it in 10 quarters. The position peaked at $386K in Q1 2018. 623 funds tracked by Wall St. Rank hold VAR as of Q1 2019.

Transform Wealth reported no remaining Varian Medical Systems, Inc. position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 2,250 Varian Medical Systems, Inc. shares in Q1 2019, an estimated $255K.
Transform Wealth first reported a position in Varian Medical Systems, Inc. in Q2 2016 and held it in 10 quarters.
Transform Wealth's Varian Medical Systems, Inc. position peaked at $386K in Q1 2018.
623 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.