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Guggenheim Capital’s SYMMETRY MEDICAL INC SMA Stock Holding History

Guggenheim Capital’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
2013
Q3 		– Sell
-11,628
Closed -$98K – 3253
2013
Q2 		$98K Buy
+11,628
New +$119K ﹤0.01% 2827

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
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

Guggenheim Capital's SMA Position: Q3 2013 in Review

Guggenheim Capital sold out of SYMMETRY MEDICAL INC (SMA) in Q3 2013, closing a stake of 11,628 shares — an estimated $98K sold.

Guggenheim Capital first reported a position in SMA in Q2 2013 and held it in 1 quarter. The position peaked at $98K in Q2 2013. 123 funds tracked by Wall St. Rank hold SMA as of Q3 2013.

  • Guggenheim Capital reported no remaining SYMMETRY MEDICAL INC position as of Q3 2013 after selling out during the quarter.
  • Guggenheim Capital sold 11,628 SYMMETRY MEDICAL INC shares in Q3 2013, an estimated $98K.
  • Guggenheim Capital first reported a position in SYMMETRY MEDICAL INC in Q2 2013 and held it in 1 quarter.
  • Guggenheim Capital's SYMMETRY MEDICAL INC position peaked at $98K in Q2 2013.
  • 123 funds tracked by Wall St. Rank held SYMMETRY MEDICAL INC as of Q3 2013.

Based on Guggenheim Capital's 13F filing for Q3 2013, filed 14 Nov 2013.