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Emerson Investment Management’s SLM Corp SLM Stock Holding History

Emerson Investment Management’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-91,910
Closed -$764K – 205
2014
Q2 		$764K Sell
91,910
-164,834
-64% -$1.45M 0.15% 99
2014
Q1 		$2.25M Buy
256,744
+58,688
+30% +$512K 0.46% 72
2013
Q4 		$1.86M Sell
198,056
-7,751
-4% -$71.3K 0.39% 72
2013
Q3 		$1.83M Sell
205,807
-24,063
-10% -$210K 0.41% 70
2013
Q2 		$1.88M Buy
+229,870
New +$1.79M 0.44% 69

Other funds holding SLM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Emerson Investment Management's SLM Position: Q3 2014 in Review

Emerson Investment Management sold out of SLM Corp (SLM) in Q3 2014, closing a stake of 91,910 shares — an estimated $764K sold.

Emerson Investment Management first reported a position in SLM in Q2 2013 and held it in 5 quarters. The position peaked at $2.25M in Q1 2014. 273 funds tracked by Wall St. Rank hold SLM as of Q3 2014.

  • Emerson Investment Management reported no remaining SLM Corp position as of Q3 2014 after selling out during the quarter.
  • Emerson Investment Management sold 91,910 SLM Corp shares in Q3 2014, an estimated $764K.
  • Emerson Investment Management first reported a position in SLM Corp in Q2 2013 and held it in 5 quarters.
  • Emerson Investment Management's SLM Corp position peaked at $2.25M in Q1 2014.
  • 273 funds tracked by Wall St. Rank held SLM Corp as of Q3 2014.

Based on Emerson Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.