HW
SMA

Hancock Whitney’s SYMMETRY MEDICAL INC SMA Stock Holding History

Hancock Whitney’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
Q4 		– Sell
-33,000
Closed -$269K – 571
2013
Q3 		$269K Hold
33,000
– – 0.01% 442
2013
Q2 		$278K Buy
+33,000
New +$339K 0.01% 450

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

Hancock Whitney's SMA Position: Q4 2013 in Review

Hancock Whitney sold out of SYMMETRY MEDICAL INC (SMA) in Q4 2013, closing a stake of 33,000 shares — an estimated $269K sold.

Hancock Whitney first reported a position in SMA in Q2 2013 and held it in 2 quarters. The position peaked at $278K in Q2 2013. 120 funds tracked by Wall St. Rank hold SMA as of Q4 2013.

  • Hancock Whitney reported no remaining SYMMETRY MEDICAL INC position as of Q4 2013 after selling out during the quarter.
  • Hancock Whitney sold 33,000 SYMMETRY MEDICAL INC shares in Q4 2013, an estimated $269K.
  • Hancock Whitney first reported a position in SYMMETRY MEDICAL INC in Q2 2013 and held it in 2 quarters.
  • Hancock Whitney's SYMMETRY MEDICAL INC position peaked at $278K in Q2 2013.
  • 120 funds tracked by Wall St. Rank held SYMMETRY MEDICAL INC as of Q4 2013.

Based on Hancock Whitney's 13F filing for Q4 2013, filed 14 Feb 2014.