AG
SMS

Aperio Group’s SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) SMS Stock Holding History

Aperio Group’s Portfolio SMS Stock Details SMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-196,438
Closed -$1.79M – 1784
2014
Q1 		$1.79M Buy
+196,438
New +$1.79M 0.03% 740
2013
Q4 		– Sell
-157,588
Closed -$1.42M – 674
2013
Q3 		$1.39M Sell
157,588
-15,750
-9% -$132K 0.03% 716
2013
Q2 		$1.31M Buy
+173,338
New +$1.63M 0.03% 654

Other funds holding SMS

BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
CIM
Calvert Investment Management Bethesda, Maryland $2.67B AUM 16.23% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aperio Group's SMS Position: Q2 2014 in Review

Aperio Group sold out of SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) (SMS) in Q2 2014, closing a stake of 196,438 shares — an estimated $1.79M sold.

Aperio Group first reported a position in SMS in Q2 2013 and held it in 3 quarters. The position peaked at $1.79M in Q1 2014. 4 funds tracked by Wall St. Rank hold SMS as of Q2 2014.

  • Aperio Group reported no remaining SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position as of Q2 2014 after selling out during the quarter.
  • Aperio Group sold 196,438 SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) shares in Q2 2014, an estimated $1.79M.
  • Aperio Group first reported a position in SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) in Q2 2013 and held it in 3 quarters.
  • Aperio Group's SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position peaked at $1.79M in Q1 2014.
  • 4 funds tracked by Wall St. Rank held SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) as of Q2 2014.

Based on Aperio Group's 13F filing for Q2 2014, filed 23 Jul 2014.