Envestnet Asset Management
SMA

Envestnet Asset Management’s SYMMETRY MEDICAL INC SMA Stock Holding History

Envestnet Asset Management’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-403
Closed -$4K – 2918
2014
Q3 		$4K Sell
403
-1,854
-82% -$17.2K ﹤0.01% 2398
2014
Q2 		$20K Buy
2,257
+34
+2% +$296 ﹤0.01% 1770
2014
Q1 		$22K Hold
2,223
– – ﹤0.01% 1634
2013
Q4 		$22K Buy
2,223
+457
+26% +$3.98K ﹤0.01% 1484
2013
Q3 		$14K Buy
1,766
+1,548
+710% +$13.1K ﹤0.01% 1593
2013
Q2 		$2K Buy
+218
New +$2.24K ﹤0.01% 2163

Envestnet Asset Management's SMA Position: Q4 2014 in Review

Envestnet Asset Management sold out of SYMMETRY MEDICAL INC (SMA) in Q4 2014, closing a stake of 403 shares — an estimated $4K sold.

Envestnet Asset Management first reported a position in SMA in Q2 2013 and held it in 6 quarters. The position peaked at $22K in Q1 2014. 0 funds tracked by Wall St. Rank hold SMA as of Q4 2014.

  • Envestnet Asset Management reported no remaining SYMMETRY MEDICAL INC position as of Q4 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 403 SYMMETRY MEDICAL INC shares in Q4 2014, an estimated $4K.
  • Envestnet Asset Management first reported a position in SYMMETRY MEDICAL INC in Q2 2013 and held it in 6 quarters.
  • Envestnet Asset Management's SYMMETRY MEDICAL INC position peaked at $22K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held SYMMETRY MEDICAL INC as of Q4 2014.

Based on Envestnet Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.