Envestnet Asset Management
SMS

Envestnet Asset Management’s SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) SMS Stock Holding History

Envestnet Asset Management’s Portfolio SMS Stock Details SMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,513
Closed -$22K – 2656
2013
Q3 		$22K Buy
2,513
+167
+7% +$1.4K ﹤0.01% 1456
2013
Q2 		$18K Buy
+2,346
New +$22.1K ﹤0.01% 1479

Other funds holding SMS

BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
CIM
Calvert Investment Management Bethesda, Maryland $2.67B AUM 16.23% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $738M AUM 29.35% 1-Year Est. Return

Envestnet Asset Management's SMS Position: Q4 2013 in Review

Envestnet Asset Management sold out of SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) (SMS) in Q4 2013, closing a stake of 2,513 shares — an estimated $22K sold.

Envestnet Asset Management first reported a position in SMS in Q2 2013 and held it in 2 quarters. The position peaked at $22K in Q3 2013. 9 funds tracked by Wall St. Rank hold SMS as of Q4 2013.

  • Envestnet Asset Management reported no remaining SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position as of Q4 2013 after selling out during the quarter.
  • Envestnet Asset Management sold 2,513 SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) shares in Q4 2013, an estimated $22K.
  • Envestnet Asset Management first reported a position in SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) in Q2 2013 and held it in 2 quarters.
  • Envestnet Asset Management's SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position peaked at $22K in Q3 2013.
  • 9 funds tracked by Wall St. Rank held SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) as of Q4 2013.

Based on Envestnet Asset Management's 13F filing for Q4 2013, filed 12 Feb 2014.