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TRUE Private Wealth Advisors’s Fortive FTV Stock Holding History

TRUE Private Wealth Advisors’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13,515
Closed -$600K – 222
2018
Q4 		$600K Buy
13,515
+13,458
+23,611% +$632K 0.11% 123
2018
Q3 		$3.03K Buy
+57
New +$2.92K ﹤0.01% 977

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TRUE Private Wealth Advisors's FTV Position: Q1 2019 in Review

TRUE Private Wealth Advisors sold out of Fortive (FTV) in Q1 2019, closing a stake of 13,515 shares — an estimated $600K sold.

TRUE Private Wealth Advisors first reported a position in FTV in Q3 2018 and held it in 2 quarters. The position peaked at $600K in Q4 2018. 817 funds tracked by Wall St. Rank hold FTV as of Q1 2019.

  • TRUE Private Wealth Advisors reported no remaining Fortive position as of Q1 2019 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 13,515 Fortive shares in Q1 2019, an estimated $600K.
  • TRUE Private Wealth Advisors first reported a position in Fortive in Q3 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Fortive position peaked at $600K in Q4 2018.
  • 817 funds tracked by Wall St. Rank held Fortive as of Q1 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2019, filed 25 Apr 2019.