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Woodard & Company Asset Management Group’s Factset FDS Stock Holding History

Woodard & Company Asset Management Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16
Closed -$4K – 88
2018
Q3 		$4K Buy
+16
New +$3.47K ﹤0.01% 214

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Woodard & Company Asset Management Group's FDS Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Factset (FDS) in Q4 2018, closing a stake of 16 shares — an estimated $4K sold.

Woodard & Company Asset Management Group first reported a position in FDS in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 453 funds tracked by Wall St. Rank hold FDS as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Factset position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 16 Factset shares in Q4 2018, an estimated $4K.
  • Woodard & Company Asset Management Group first reported a position in Factset in Q3 2018 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Factset position peaked at $4K in Q3 2018.
  • 453 funds tracked by Wall St. Rank held Factset as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.