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Foresters Investment Management’s Simply Good Foods SMPL Stock Holding History

Foresters Investment Management’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,344
Closed -$76K – 539
2017
Q4 		$76K Sell
5,344
-253
-5% -$3.17K ﹤0.01% 575
2017
Q3 		$66K Buy
+5,597
New +$66.3K ﹤0.01% 569

Other funds holding SMPL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Foresters Investment Management's SMPL Position: Q1 2018 in Review

Foresters Investment Management sold out of Simply Good Foods (SMPL) in Q1 2018, closing a stake of 5,344 shares — an estimated $76K sold.

Foresters Investment Management first reported a position in SMPL in Q3 2017 and held it in 2 quarters. The position peaked at $76K in Q4 2017. 84 funds tracked by Wall St. Rank hold SMPL as of Q1 2018.

  • Foresters Investment Management reported no remaining Simply Good Foods position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 5,344 Simply Good Foods shares in Q1 2018, an estimated $76K.
  • Foresters Investment Management first reported a position in Simply Good Foods in Q3 2017 and held it in 2 quarters.
  • Foresters Investment Management's Simply Good Foods position peaked at $76K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.