ACS
SMA

Archford Capital Strategies’s SYMMETRY MEDICAL INC SMA Stock Holding History

Archford Capital Strategies’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-386
Closed -$3.42K – 888
2014
Q2 		$3.42K Hold
386
– – ﹤0.01% 559
2014
Q1 		$3.88K Buy
+386
New +$3.85K ﹤0.01% 555

Other funds holding SMA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Archford Capital Strategies's SMA Position: Q3 2014 in Review

Archford Capital Strategies sold out of SYMMETRY MEDICAL INC (SMA) in Q3 2014, closing a stake of 386 shares — an estimated $3.42K sold.

Archford Capital Strategies first reported a position in SMA in Q1 2014 and held it in 2 quarters. The position peaked at $3.88K in Q1 2014. 138 funds tracked by Wall St. Rank hold SMA as of Q3 2014.

  • Archford Capital Strategies reported no remaining SYMMETRY MEDICAL INC position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 386 SYMMETRY MEDICAL INC shares in Q3 2014, an estimated $3.42K.
  • Archford Capital Strategies first reported a position in SYMMETRY MEDICAL INC in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's SYMMETRY MEDICAL INC position peaked at $3.88K in Q1 2014.
  • 138 funds tracked by Wall St. Rank held SYMMETRY MEDICAL INC as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.