TSWM
FDS icon

Triangle Securities Wealth Management’s Factset FDS Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-451
Closed -$46K – 211
2013
Q2 		$46K Buy
+451
New +$43.3K 0.03% 267

Other funds holding FDS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Triangle Securities Wealth Management's FDS Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Factset (FDS) in Q3 2013, closing a stake of 451 shares — an estimated $46K sold.

Triangle Securities Wealth Management first reported a position in FDS in Q2 2013 and held it in 1 quarter. The position peaked at $46K in Q2 2013. 281 funds tracked by Wall St. Rank hold FDS as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Factset position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 451 Factset shares in Q3 2013, an estimated $46K.
  • Triangle Securities Wealth Management first reported a position in Factset in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Factset position peaked at $46K in Q2 2013.
  • 281 funds tracked by Wall St. Rank held Factset as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.