LWCFA
SMS

Loring Wolcott & Coolidge Fiduciary Advisors’s SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) SMS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-175
Closed -$1K – 580
2013
Q2 		$1K Buy
+175
New +$1.65K ﹤0.01% 593

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 18.2% 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

Loring Wolcott & Coolidge Fiduciary Advisors's SMS Position: Q3 2013 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) (SMS) in Q3 2013, closing a stake of 175 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SMS in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 39 funds tracked by Wall St. Rank hold SMS as of Q3 2013.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position as of Q3 2013 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 175 SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) shares in Q3 2013, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) in Q2 2013 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position peaked at $1K 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 Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.