FP
SMA

Foundry Partners’s SYMMETRY MEDICAL INC SMA Stock Holding History

Foundry Partners’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
Q2 		– Sell
-127,441
Closed -$1.28M – 301
2014
Q1 		$1.28M Sell
127,441
-5,888
-4% -$58.7K 0.12% 173
2013
Q4 		$1.34M Buy
+133,329
New +$1.16M 0.12% 166

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

Foundry Partners's SMA Position: Q2 2014 in Review

Foundry Partners sold out of SYMMETRY MEDICAL INC (SMA) in Q2 2014, closing a stake of 127,441 shares — an estimated $1.28M sold.

Foundry Partners first reported a position in SMA in Q4 2013 and held it in 2 quarters. The position peaked at $1.34M in Q4 2013. 130 funds tracked by Wall St. Rank hold SMA as of Q2 2014.

  • Foundry Partners reported no remaining SYMMETRY MEDICAL INC position as of Q2 2014 after selling out during the quarter.
  • Foundry Partners sold 127,441 SYMMETRY MEDICAL INC shares in Q2 2014, an estimated $1.28M.
  • Foundry Partners first reported a position in SYMMETRY MEDICAL INC in Q4 2013 and held it in 2 quarters.
  • Foundry Partners's SYMMETRY MEDICAL INC position peaked at $1.34M in Q4 2013.
  • 130 funds tracked by Wall St. Rank held SYMMETRY MEDICAL INC as of Q2 2014.

Based on Foundry Partners's 13F filing for Q2 2014, filed 7 Jul 2014.