Turner Investments’s Factset FDS Stock Holding History

Turner Investments’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
2017 Q4	–	Sell	-800	Closed	-$144K	–	36
2017 Q3	$144K	Buy	+800	New	+$131K	0.65%	67

Other funds holding FDS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Turner Investments's FDS Position: Q4 2017 in Review

Turner Investments sold out of Factset (FDS) in Q4 2017, closing a stake of 800 shares — an estimated $144K sold.

Turner Investments first reported a position in FDS in Q3 2017 and held it in 1 quarter. The position peaked at $144K in Q3 2017. 409 funds tracked by Wall St. Rank hold FDS as of Q4 2017.

Turner Investments reported no remaining Factset position as of Q4 2017 after selling out during the quarter.
Turner Investments sold 800 Factset shares in Q4 2017, an estimated $144K.
Turner Investments first reported a position in Factset in Q3 2017 and held it in 1 quarter.
Turner Investments's Factset position peaked at $144K in Q3 2017.
409 funds tracked by Wall St. Rank held Factset as of Q4 2017.

Based on Turner Investments's 13F filing for Q4 2017, filed 2 Feb 2018.