Envestnet Asset Management
WMS

Envestnet Asset Management’s WMS INDS INC WMS Stock Holding History

Envestnet Asset Management’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-16,588
Closed -$430K – 2654
2013
Q3 		$430K Buy
16,588
+129
+0.8% +$3.32K 0.01% 643
2013
Q2 		$420K Buy
+16,459
New +$418K 0.01% 624

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

Envestnet Asset Management sold out of WMS INDS INC (WMS) in Q4 2013, closing a stake of 16,588 shares — an estimated $430K sold.

Envestnet Asset Management first reported a position in WMS in Q2 2013 and held it in 2 quarters. The position peaked at $430K in Q3 2013. 0 funds tracked by Wall St. Rank hold WMS as of Q4 2013.

  • Envestnet Asset Management reported no remaining WMS INDS INC position as of Q4 2013 after selling out during the quarter.
  • Envestnet Asset Management sold 16,588 WMS INDS INC shares in Q4 2013, an estimated $430K.
  • Envestnet Asset Management first reported a position in WMS INDS INC in Q2 2013 and held it in 2 quarters.
  • Envestnet Asset Management's WMS INDS INC position peaked at $430K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held WMS INDS INC as of Q4 2013.

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