Envestnet Asset Management
SIM icon

Envestnet Asset Management’s Grupo SIMEC SIM Stock Holding History

Envestnet Asset Management’s Portfolio SIM Stock Details SIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-225
Closed -$2K – 2379
2018
Q2 		$2K Hold
225
– – ﹤0.01% 2752
2018
Q1 		$2K Hold
225
– – ﹤0.01% 2723
2017
Q4 		$2K Hold
225
– – ﹤0.01% 2858
2017
Q3 		$2K Hold
225
– – ﹤0.01% 2818
2017
Q2 		$2K Hold
225
– – ﹤0.01% 2954
2017
Q1 		$3K Hold
225
– – ﹤0.01% 2973
2016
Q4 		$3K Buy
+225
New +$2.6K ﹤0.01% 2953
2013
Q3 		– Sell
-578
Closed -$8K – 2485
2013
Q2 		$8K Buy
+578
New +$7.85K ﹤0.01% 1751

Other funds holding SIM

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management's SIM Position: Q3 2018 in Review

Envestnet Asset Management sold out of Grupo SIMEC (SIM) in Q3 2018, closing a stake of 225 shares — an estimated $2K sold.

Envestnet Asset Management first reported a position in SIM in Q2 2013 and held it in 8 quarters. The position peaked at $8K in Q2 2013. 13 funds tracked by Wall St. Rank hold SIM as of Q3 2018.

  • Envestnet Asset Management reported no remaining Grupo SIMEC position as of Q3 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 225 Grupo SIMEC shares in Q3 2018, an estimated $2K.
  • Envestnet Asset Management first reported a position in Grupo SIMEC in Q2 2013 and held it in 8 quarters.
  • Envestnet Asset Management's Grupo SIMEC position peaked at $8K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held Grupo SIMEC as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.