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Measured Wealth Private Client Group’s Smith & Nephew SNN Stock Holding History

Measured Wealth Private Client Group’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-68
Closed -$2K – 606
2018
Q3 		$2K Buy
+68
New +$2.45K ﹤0.01% 783

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Measured Wealth Private Client Group's SNN Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Smith & Nephew (SNN) in Q4 2018, closing a stake of 68 shares — an estimated $2K sold.

Measured Wealth Private Client Group first reported a position in SNN in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 216 funds tracked by Wall St. Rank hold SNN as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Smith & Nephew position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 68 Smith & Nephew shares in Q4 2018, an estimated $2K.
  • Measured Wealth Private Client Group first reported a position in Smith & Nephew in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Smith & Nephew position peaked at $2K in Q3 2018.
  • 216 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.