WWM
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Willingdon Wealth Management’s Fortive FTV Stock Holding History

Willingdon Wealth Management’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
2020
Q1 		$34K Sell
990
-2,220
-69% -$97K 0.01% 161
2019
Q4 		$155K Hold
3,210
– – 0.03% 135
2019
Q3 		$139K Hold
3,210
– – 0.03% 135
2019
Q2 		$165K Hold
3,210
– – 0.04% 131
2019
Q1 		$170K Sell
3,210
-5,258
-62% -$256K 0.04% 135
2018
Q4 		$361K Buy
8,468
+5,258
+164% +$247K 0.1% 121
2018
Q3 		$170K Hold
3,210
– – 0.05% 133
2018
Q2 		$156K Hold
3,210
– – 0.05% 124
2018
Q1 		$157K Hold
3,210
– – 0.05% 126
2017
Q4 		$146K Hold
3,210
– – 0.05% 118
2017
Q3 		$143K Buy
+3,210
New +$134K 0.05% 112

Other funds holding FTV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return