Carroll Financial Associates’s Simpson Manufacturing SSD Stock Holding History

Carroll Financial Associates’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 Q4	–	Sell	-27	Closed	-$1K	–	1681
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	1451
2019 Q2	$1K	Buy	+27	New	+$1.73K	﹤0.01%	1509
2016 Q2	–	Sell	-10	Closed	–	–	1214
2016 Q1	$0	Hold	10	–	–	﹤0.01%	1214
2015 Q4	$0	Hold	10	–	–	﹤0.01%	1160
2015 Q3	$0	Hold	10	–	–	﹤0.01%	1164
2015 Q2	$0	Hold	10	–	–	﹤0.01%	1133
2015 Q1	$0	Hold	10	–	–	﹤0.01%	858
2014 Q4	$0	Hold	10	–	–	﹤0.01%	873
2014 Q3	$0	Hold	10	–	–	﹤0.01%	944
2014 Q2	$0	Hold	10	–	–	﹤0.01%	954
2014 Q1	$0	Hold	10	–	–	﹤0.01%	927
2013 Q4	$0	Hold	10	–	–	﹤0.01%	890
2013 Q3	$0	Hold	10	–	–	﹤0.01%	857
2013 Q2	$0	Buy	+10	New	+$293	﹤0.01%	691

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carroll Financial Associates's SSD Position: Q4 2019 in Review

Carroll Financial Associates sold out of Simpson Manufacturing (SSD) in Q4 2019, closing a stake of 27 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in SSD in Q2 2013 and held it in 14 quarters. The position peaked at $1K in Q3 2019. 262 funds tracked by Wall St. Rank hold SSD as of Q4 2019.

Carroll Financial Associates reported no remaining Simpson Manufacturing position as of Q4 2019 after selling out during the quarter.
Carroll Financial Associates sold 27 Simpson Manufacturing shares in Q4 2019, an estimated $1K.
Carroll Financial Associates first reported a position in Simpson Manufacturing in Q2 2013 and held it in 14 quarters.
Carroll Financial Associates's Simpson Manufacturing position peaked at $1K in Q3 2019.
262 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.