Affinity Investment Advisors’s Simpson Manufacturing SSD Stock Holding History

Affinity Investment Advisors’s Portfolio SSD Stock Details SSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-4,645	Closed	-$267K	–	196
2017 Q4	$267K	Buy	4,645 +65	+1%	+$3.6K	0.03%	147
2017 Q3	$225K	Hold	4,580	–	–	0.03%	166
2017 Q2	$200K	Sell	4,580 -3,450	-43%	-$145K	0.02%	168
2017 Q1	$346K	Buy	8,030 +2,060	+35%	+$89.3K	0.03%	138
2016 Q4	$261K	Hold	5,970	–	–	0.02%	140
2016 Q3	$262K	Sell	5,970 -900	-13%	-$38.3K	0.02%	137
2016 Q2	$275K	Buy	6,870 +900	+15%	+$34.6K	0.02%	137
2016 Q1	$228K	Buy	+5,970	New	+$202K	0.02%	144

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Affinity Investment Advisors's SSD Position: Q1 2018 in Review

Affinity Investment Advisors sold out of Simpson Manufacturing (SSD) in Q1 2018, closing a stake of 4,645 shares — an estimated $267K sold.

Affinity Investment Advisors first reported a position in SSD in Q1 2016 and held it in 8 quarters. The position peaked at $346K in Q1 2017. 198 funds tracked by Wall St. Rank hold SSD as of Q1 2018.

Affinity Investment Advisors reported no remaining Simpson Manufacturing position as of Q1 2018 after selling out during the quarter.
Affinity Investment Advisors sold 4,645 Simpson Manufacturing shares in Q1 2018, an estimated $267K.
Affinity Investment Advisors first reported a position in Simpson Manufacturing in Q1 2016 and held it in 8 quarters.
Affinity Investment Advisors's Simpson Manufacturing position peaked at $346K in Q1 2017.
198 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2018.

Based on Affinity Investment Advisors's 13F filing for Q1 2018, filed 8 May 2018.