FMT
SMA

First Mercantile Trust’s SYMMETRY MEDICAL INC SMA Stock Holding History

First Mercantile Trust’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
Q3 		– Sell
-15,550
Closed -$138K – 1264
2014
Q2 		$138K Hold
15,550
– – 0.01% 781
2014
Q1 		$156K Sell
15,550
-2,600
-14% -$25.9K 0.01% 853
2013
Q4 		$183K Hold
18,150
– – 0.01% 773
2013
Q3 		$148K Sell
18,150
-6,750
-27% -$57.1K 0.01% 786
2013
Q2 		$210K Buy
+24,900
New +$256K 0.02% 729

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BIT
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BFA
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Boston Partners
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LCP
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AL
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Vanguard Group
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Neuberger Berman Group
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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return