WA
FIO

WealthTrust-Arizona’s FUSION-IO INC COM FIO Stock Holding History

WealthTrust-Arizona’s Portfolio FIO Stock Details FIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100
Closed -$1K – 701
2013
Q3 		$1K Hold
100
– – ﹤0.01% 644
2013
Q2 		$1K Buy
+100
New +$1.5K ﹤0.01% 627

Other funds holding FIO

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

WealthTrust-Arizona's FIO Position: Q4 2013 in Review

WealthTrust-Arizona sold out of FUSION-IO INC COM (FIO) in Q4 2013, closing a stake of 100 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in FIO in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 152 funds tracked by Wall St. Rank hold FIO as of Q4 2013.

  • WealthTrust-Arizona reported no remaining FUSION-IO INC COM position as of Q4 2013 after selling out during the quarter.
  • WealthTrust-Arizona sold 100 FUSION-IO INC COM shares in Q4 2013, an estimated $1K.
  • WealthTrust-Arizona first reported a position in FUSION-IO INC COM in Q2 2013 and held it in 2 quarters.
  • WealthTrust-Arizona's FUSION-IO INC COM position peaked at $1K in Q3 2013.
  • 152 funds tracked by Wall St. Rank held FUSION-IO INC COM as of Q4 2013.

Based on WealthTrust-Arizona's 13F filing for Q4 2013, filed 22 Jan 2014.