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Woodmont Investment Counsel’s Franklin Covey FC Stock Holding History

Woodmont Investment Counsel’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,000
Closed -$208K – 177
2017
Q4 		$208K Buy
10,000
+3,000
+43% +$58.9K 0.05% 179
2017
Q3 		$142K Hold
7,000
– – 0.04% 182
2017
Q2 		$135K Hold
7,000
– – 0.04% 178
2017
Q1 		$141K Buy
+7,000
New +$124K 0.04% 179

Other funds holding FC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Woodmont Investment Counsel's FC Position: Q1 2018 in Review

Woodmont Investment Counsel sold out of Franklin Covey (FC) in Q1 2018, closing a stake of 10,000 shares — an estimated $208K sold.

Woodmont Investment Counsel first reported a position in FC in Q1 2017 and held it in 4 quarters. The position peaked at $208K in Q4 2017. 65 funds tracked by Wall St. Rank hold FC as of Q1 2018.

  • Woodmont Investment Counsel reported no remaining Franklin Covey position as of Q1 2018 after selling out during the quarter.
  • Woodmont Investment Counsel sold 10,000 Franklin Covey shares in Q1 2018, an estimated $208K.
  • Woodmont Investment Counsel first reported a position in Franklin Covey in Q1 2017 and held it in 4 quarters.
  • Woodmont Investment Counsel's Franklin Covey position peaked at $208K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2018.

Based on Woodmont Investment Counsel's 13F filing for Q1 2018, filed 14 May 2018.