AIM
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Assured Investment Management’s Simpson Manufacturing SSD Stock Holding History

Assured Investment Management’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
2019
Q1 		– Sell
-4,431
Closed -$240K – 1346
2018
Q4 		$240K Sell
4,431
-11,383
-72% -$668K 0.01% 848
2018
Q3 		$1.15M Buy
15,814
+2,878
+22% +$204K 0.02% 527
2018
Q2 		$804K Buy
12,936
+5,593
+76% +$340K 0.02% 641
2018
Q1 		$423K Buy
+7,343
New +$425K 0.01% 823

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Assured Investment Management's SSD Position: Q1 2019 in Review

Assured Investment Management sold out of Simpson Manufacturing (SSD) in Q1 2019, closing a stake of 4,431 shares — an estimated $240K sold.

Assured Investment Management first reported a position in SSD in Q1 2018 and held it in 4 quarters. The position peaked at $1.15M in Q3 2018. 233 funds tracked by Wall St. Rank hold SSD as of Q1 2019.

  • Assured Investment Management reported no remaining Simpson Manufacturing position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 4,431 Simpson Manufacturing shares in Q1 2019, an estimated $240K.
  • Assured Investment Management first reported a position in Simpson Manufacturing in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's Simpson Manufacturing position peaked at $1.15M in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.