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WBH Advisory’s Fortive FTV Stock Holding History

WBH Advisory’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
2018
Q4 		– Sell
-4,467
Closed -$237K – 231
2018
Q3 		$237K Hold
4,467
– – 0.06% 226
2018
Q2 		$217K Buy
4,467
+79
+2% +$3.77K 0.06% 221
2018
Q1 		$214K Hold
4,388
– – 0.06% 215
2017
Q4 		$200K Sell
4,388
-119
-3% -$5.45K 0.05% 220
2017
Q3 		$201K Buy
+4,507
New +$188K 0.06% 216

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WBH Advisory's FTV Position: Q4 2018 in Review

WBH Advisory sold out of Fortive (FTV) in Q4 2018, closing a stake of 4,467 shares — an estimated $237K sold.

WBH Advisory first reported a position in FTV in Q3 2017 and held it in 5 quarters. The position peaked at $237K in Q3 2018. 788 funds tracked by Wall St. Rank hold FTV as of Q4 2018.

  • WBH Advisory reported no remaining Fortive position as of Q4 2018 after selling out during the quarter.
  • WBH Advisory sold 4,467 Fortive shares in Q4 2018, an estimated $237K.
  • WBH Advisory first reported a position in Fortive in Q3 2017 and held it in 5 quarters.
  • WBH Advisory's Fortive position peaked at $237K in Q3 2018.
  • 788 funds tracked by Wall St. Rank held Fortive as of Q4 2018.

Based on WBH Advisory's 13F filing for Q4 2018, filed 29 Jan 2019.