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WFG Advisors’s Fortinet FTNT Stock Holding History

WFG Advisors’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5
Closed – – 1589
2017
Q1 		$0 Hold
5
– – ﹤0.01% 1550
2016
Q4 		$0 Hold
5
– – ﹤0.01% 1615
2016
Q3 		$0 Hold
5
– – ﹤0.01% 1613
2016
Q2 		$0 Hold
5
– – ﹤0.01% 1607
2016
Q1 		$0 Buy
+5
New +$28 ﹤0.01% 1572
2015
Q2 		– Sell
-1,000
Closed -$7K – 1710
2015
Q1 		$7K Sell
1,000
-65
-6% -$424 ﹤0.01% 1284
2014
Q4 		$7K Buy
+1,065
New +$5.74K ﹤0.01% 1565
2014
Q1 		– Sell
-7,000
Closed -$27K – 2067
2013
Q4 		$27K Buy
7,000
+875
+14% +$3.41K ﹤0.01% 1219
2013
Q3 		$25K Buy
6,125
+4,990
+440% +$20.2K ﹤0.01% 1181
2013
Q2 		$4K Buy
+1,135
New +$4.23K ﹤0.01% 1718

Other funds holding FTNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

WFG Advisors's FTNT Position: Q2 2017 in Review

WFG Advisors sold out of Fortinet (FTNT) in Q2 2017, closing a stake of 5 shares.

WFG Advisors first reported a position in FTNT in Q2 2013 and held it in 10 quarters. The position peaked at $27K in Q4 2013. 381 funds tracked by Wall St. Rank hold FTNT as of Q2 2017.

  • WFG Advisors reported no remaining Fortinet position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 5 Fortinet shares in Q2 2017.
  • WFG Advisors first reported a position in Fortinet in Q2 2013 and held it in 10 quarters.
  • WFG Advisors's Fortinet position peaked at $27K in Q4 2013.
  • 381 funds tracked by Wall St. Rank held Fortinet as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.