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West Oak Capital’s Fortive FTV Stock Holding History

West Oak Capital’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
Q3 		– Sell
-159
Closed -$7.71K – 363
2018
Q2 		$7.71K Sell
159
-356
-69% -$17K ﹤0.01% 267
2018
Q1 		$25.2K Buy
515
+158
+44% +$7.52K 0.01% 213
2017
Q4 		$16.3K Sell
357
-238
-40% -$10.9K 0.01% 227
2017
Q3 		$26.5K Sell
595
-1,081
-64% -$45K 0.02% 217
2017
Q2 		$67K Sell
1,676
-730
-30% -$28.7K 0.04% 166
2017
Q1 		$91.4K Sell
2,406
-3,799
-61% -$136K 0.06% 148
2016
Q4 		$210K Sell
6,205
-7,372
-54% -$244K 0.14% 113
2016
Q3 		$436K Buy
+13,577
New +$436K 0.3% 84

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
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Oak Capital's FTV Position: Q3 2018 in Review

West Oak Capital sold out of Fortive (FTV) in Q3 2018, closing a stake of 159 shares — an estimated $7.71K sold.

West Oak Capital first reported a position in FTV in Q3 2016 and held it in 8 quarters. The position peaked at $436K in Q3 2016. 838 funds tracked by Wall St. Rank hold FTV as of Q3 2018.

  • West Oak Capital reported no remaining Fortive position as of Q3 2018 after selling out during the quarter.
  • West Oak Capital sold 159 Fortive shares in Q3 2018, an estimated $7.71K.
  • West Oak Capital first reported a position in Fortive in Q3 2016 and held it in 8 quarters.
  • West Oak Capital's Fortive position peaked at $436K in Q3 2016.
  • 838 funds tracked by Wall St. Rank held Fortive as of Q3 2018.

Based on West Oak Capital's 13F filing for Q3 2018, filed 4 Oct 2018.