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WFG Advisors’s Fortive FTV Stock Holding History

WFG Advisors’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
2017
Q2 		$4K Hold
100
– – ﹤0.01% 1324
2017
Q1 		$4K Sell
100
-2,210
-96% -$79.3K ﹤0.01% 1243
2016
Q4 		$78K Buy
2,310
+282
+14% +$9.33K 0.02% 603
2016
Q3 		$65K Buy
+2,028
New +$65.1K 0.02% 640

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WFG Advisors's FTV Position: Q2 2017 in Review

WFG Advisors held its Fortive (FTV) position steady in Q2 2017 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

WFG Advisors first reported a position in FTV in Q3 2016 and has held it in 4 quarters since. The position peaked at $78K in Q4 2016. 761 funds tracked by Wall St. Rank hold FTV as of Q2 2017.

  • WFG Advisors held 100 shares of Fortive worth $4K as of Q2 2017.
  • WFG Advisors left its Fortive share count unchanged in Q2 2017.
  • Fortive made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1324 holding.
  • WFG Advisors first reported a position in Fortive in Q3 2016 and has held it in 4 quarters since.
  • WFG Advisors's Fortive position peaked at $78K in Q4 2016.
  • 761 funds tracked by Wall St. Rank held Fortive as of Q2 2017.

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