LNWWM
SMS

Laird Norton Wetherby Wealth Management’s SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) SMS Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio SMS Stock Details SMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-15,940
Closed -$120K – 424
2013
Q2 		$120K Buy
+15,940
New +$150K 0.04% 361

Other funds holding SMS

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Calvert Investment Management Bethesda, Maryland $2.67B AUM 16.23% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SMS Position: Q3 2013 in Review

Laird Norton Wetherby Wealth Management sold out of SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) (SMS) in Q3 2013, closing a stake of 15,940 shares — an estimated $120K sold.

Laird Norton Wetherby Wealth Management first reported a position in SMS in Q2 2013 and held it in 1 quarter. The position peaked at $120K in Q2 2013. 39 funds tracked by Wall St. Rank hold SMS as of Q3 2013.

  • Laird Norton Wetherby Wealth Management reported no remaining SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position as of Q3 2013 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 15,940 SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) shares in Q3 2013, an estimated $120K.
  • Laird Norton Wetherby Wealth Management first reported a position in SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) in Q2 2013 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position peaked at $120K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) as of Q3 2013.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2013, filed 29 Oct 2013.