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Bruderman Asset Management’s Simpson Manufacturing SSD Stock Holding History

Bruderman Asset 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
2018
Q4 		– Sell
-1,737
Closed -$126K – 684
2018
Q3 		$126K Sell
1,737
-124
-7% -$8.79K 0.03% 134
2018
Q2 		$116K Buy
1,861
+519
+39% +$31.5K 0.03% 153
2018
Q1 		$77K Buy
+1,342
New +$77.6K 0.02% 178
2017
Q3 		– Sell
-2,222
Closed -$97K – 286
2017
Q2 		$97K Buy
+2,222
New +$93.1K 0.03% 160
2017
Q1 		– Sell
-780
Closed -$34K – 283
2016
Q4 		$34K Buy
+780
New +$34.9K 0.01% 243

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bruderman Asset Management's SSD Position: Q4 2018 in Review

Bruderman Asset Management sold out of Simpson Manufacturing (SSD) in Q4 2018, closing a stake of 1,737 shares — an estimated $126K sold.

Bruderman Asset Management first reported a position in SSD in Q4 2016 and held it in 5 quarters. The position peaked at $126K in Q3 2018. 239 funds tracked by Wall St. Rank hold SSD as of Q4 2018.

  • Bruderman Asset Management reported no remaining Simpson Manufacturing position as of Q4 2018 after selling out during the quarter.
  • Bruderman Asset Management sold 1,737 Simpson Manufacturing shares in Q4 2018, an estimated $126K.
  • Bruderman Asset Management first reported a position in Simpson Manufacturing in Q4 2016 and held it in 5 quarters.
  • Bruderman Asset Management's Simpson Manufacturing position peaked at $126K in Q3 2018.
  • 239 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2018.

Based on Bruderman Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.