IPC
SSD icon

Independent Portfolio Consultants’s Simpson Manufacturing SSD Stock Holding History

Independent Portfolio Consultants’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-4,475
Closed -$171K – 761
2016
Q1 		$171K Buy
4,475
+1,215
+37% +$41.1K 0.05% 373
2015
Q4 		$111K Buy
3,260
+1,065
+49% +$38.6K 0.03% 449
2015
Q3 		$74K Buy
+2,195
New +$76.5K 0.02% 510

Other funds holding SSD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Portfolio Consultants's SSD Position: Q2 2016 in Review

Independent Portfolio Consultants sold out of Simpson Manufacturing (SSD) in Q2 2016, closing a stake of 4,475 shares — an estimated $171K sold.

Independent Portfolio Consultants first reported a position in SSD in Q3 2015 and held it in 3 quarters. The position peaked at $171K in Q1 2016. 168 funds tracked by Wall St. Rank hold SSD as of Q2 2016.

  • Independent Portfolio Consultants reported no remaining Simpson Manufacturing position as of Q2 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 4,475 Simpson Manufacturing shares in Q2 2016, an estimated $171K.
  • Independent Portfolio Consultants first reported a position in Simpson Manufacturing in Q3 2015 and held it in 3 quarters.
  • Independent Portfolio Consultants's Simpson Manufacturing position peaked at $171K in Q1 2016.
  • 168 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2016.

Based on Independent Portfolio Consultants's 13F filing for Q2 2016, filed 15 Jul 2016.