Axa
SMA

Axa’s SYMMETRY MEDICAL INC SMA Stock Holding History

Axa’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
Q1 		– Sell
-1,800
Closed -$18K – 1506
2013
Q4 		$18K Hold
1,800
– – ﹤0.01% 1352
2013
Q3 		$15K Hold
1,800
– – ﹤0.01% 1244
2013
Q2 		$15K Buy
+1,800
New +$18.5K ﹤0.01% 1220

Other funds holding SMA

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Axa's SMA Position: Q1 2014 in Review

Axa sold out of SYMMETRY MEDICAL INC (SMA) in Q1 2014, closing a stake of 1,800 shares — an estimated $18K sold.

Axa first reported a position in SMA in Q2 2013 and held it in 3 quarters. The position peaked at $18K in Q4 2013. 123 funds tracked by Wall St. Rank hold SMA as of Q1 2014.

  • Axa reported no remaining SYMMETRY MEDICAL INC position as of Q1 2014 after selling out during the quarter.
  • Axa sold 1,800 SYMMETRY MEDICAL INC shares in Q1 2014, an estimated $18K.
  • Axa first reported a position in SYMMETRY MEDICAL INC in Q2 2013 and held it in 3 quarters.
  • Axa's SYMMETRY MEDICAL INC position peaked at $18K in Q4 2013.
  • 123 funds tracked by Wall St. Rank held SYMMETRY MEDICAL INC as of Q1 2014.

Based on Axa's 13F filing for Q1 2014, filed 13 May 2014.