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 $10B AUM 42.59% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $495B AUM 43.24% 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

First Trust Advisors's SMA Position: Q1 2014 in Review

First Trust Advisors sold out of SYMMETRY MEDICAL INC (SMA) in Q1 2014, closing a stake of 219,712 shares — an estimated $2.21M sold.

First Trust Advisors first reported a position in SMA in Q2 2013 and held it in 3 quarters. The position peaked at $2.21M in Q4 2013. 123 funds tracked by Wall St. Rank hold SMA as of Q1 2014.

  • First Trust Advisors reported no remaining SYMMETRY MEDICAL INC position as of Q1 2014 after selling out during the quarter.
  • First Trust Advisors sold 219,712 SYMMETRY MEDICAL INC shares in Q1 2014, an estimated $2.21M.
  • First Trust Advisors first reported a position in SYMMETRY MEDICAL INC in Q2 2013 and held it in 3 quarters.
  • First Trust Advisors's SYMMETRY MEDICAL INC position peaked at $2.21M in Q4 2013.
  • 123 funds tracked by Wall St. Rank held SYMMETRY MEDICAL INC as of Q1 2014.

Based on First Trust Advisors's 13F filing for Q1 2014, filed 12 May 2014.