First Trust Advisors
SMA

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

First Trust Advisors’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
Q1 		– Sell
-219,712
Closed -$2.21M – 2368
2013
Q4 		$2.21M Buy
219,712
+74,844
+52% +$651K 0.01% 1295
2013
Q3 		$1.18M Buy
144,868
+102,695
+244% +$869K 0.01% 1486
2013
Q2 		$355K Buy
+42,173
New +$433K ﹤0.01% 1973

Other funds holding SMA

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return