CBT
SSD icon

Capital Bank & Trust’s Simpson Manufacturing SSD Stock Holding History

Capital Bank & Trust’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
-341
Closed -$18K – 772
2018
Q4 		$18K Buy
+341
New +$20K ﹤0.01% 512

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

Capital Bank & Trust's SSD Position: Q1 2019 in Review

Capital Bank & Trust sold out of Simpson Manufacturing (SSD) in Q1 2019, closing a stake of 341 shares — an estimated $18K sold.

Capital Bank & Trust first reported a position in SSD in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 233 funds tracked by Wall St. Rank hold SSD as of Q1 2019.

  • Capital Bank & Trust reported no remaining Simpson Manufacturing position as of Q1 2019 after selling out during the quarter.
  • Capital Bank & Trust sold 341 Simpson Manufacturing shares in Q1 2019, an estimated $18K.
  • Capital Bank & Trust first reported a position in Simpson Manufacturing in Q4 2018 and held it in 1 quarter.
  • Capital Bank & Trust's Simpson Manufacturing position peaked at $18K in Q4 2018.
  • 233 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2019.

Based on Capital Bank & Trust's 13F filing for Q1 2019, filed 15 May 2019.