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Waldron Private Wealth’s TechnipFMC FTI Stock Holding History

Waldron Private Wealth’s Portfolio FTI Stock Details FTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,274
Closed -$253K – 128
2014
Q3 		$253K Sell
6,274
-1,204
-16% -$53.2K 0.12% 81
2014
Q2 		$340K Buy
7,478
+516
+7% +$21.9K 0.16% 60
2014
Q1 		$271K Hold
6,962
– – 0.13% 77
2013
Q4 		$270K Buy
+6,962
New +$270K 0.12% 80

Other funds holding FTI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Waldron Private Wealth's FTI Position: Q4 2014 in Review

Waldron Private Wealth sold out of TechnipFMC (FTI) in Q4 2014, closing a stake of 6,274 shares — an estimated $253K sold.

Waldron Private Wealth first reported a position in FTI in Q4 2013 and held it in 4 quarters. The position peaked at $340K in Q2 2014. 431 funds tracked by Wall St. Rank hold FTI as of Q4 2014.

  • Waldron Private Wealth reported no remaining TechnipFMC position as of Q4 2014 after selling out during the quarter.
  • Waldron Private Wealth sold 6,274 TechnipFMC shares in Q4 2014, an estimated $253K.
  • Waldron Private Wealth first reported a position in TechnipFMC in Q4 2013 and held it in 4 quarters.
  • Waldron Private Wealth's TechnipFMC position peaked at $340K in Q2 2014.
  • 431 funds tracked by Wall St. Rank held TechnipFMC as of Q4 2014.

Based on Waldron Private Wealth's 13F filing for Q4 2014, filed 13 Feb 2015.