National Penn Investors Trust’s Simpson Manufacturing SSD Stock Holding History

National Penn Investors Trust’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 Q1	$275K	Buy	7,207 +700	+11%	+$23.7K	0.03%	177
2015 Q4	$222K	Buy	6,507 +135	+2%	+$4.89K	0.02%	206
2015 Q3	$213K	Buy	6,372 +365	+6%	+$12.7K	0.02%	200
2015 Q2	$204K	Buy	6,007 +210	+4%	+$7.26K	0.02%	216
2015 Q1	$217K	Hold	5,797	–	–	0.02%	205
2014 Q4	$201K	Buy	+5,797	New	+$189K	0.02%	186
2014 Q1	–	Sell	-9,740	Closed	-$358K	–	210
2013 Q4	$358K	Sell	9,740 -185	-2%	-$6.44K	0.04%	168
2013 Q3	$323K	Buy	9,925 +130	+1%	+$4.13K	0.04%	173
2013 Q2	$288K	Buy	+9,795	New	+$287K	0.04%	174

Other funds holding SSD

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

National Penn Investors Trust's SSD Position: Q1 2016 in Review

National Penn Investors Trust increased its Simpson Manufacturing (SSD) stake by 11% in Q1 2016, buying an estimated $23.7K and bringing the position to 7,207 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #177.

National Penn Investors Trust first reported a position in SSD in Q2 2013 and has held it in 9 quarters since. The position peaked at $358K in Q4 2013. 164 funds tracked by Wall St. Rank hold SSD as of Q1 2016.

National Penn Investors Trust held 7,207 shares of Simpson Manufacturing worth $275K as of Q1 2016.
National Penn Investors Trust bought 700 Simpson Manufacturing shares in Q1 2016, an estimated $23.7K.
Simpson Manufacturing made up 0.03% of National Penn Investors Trust's portfolio in Q1 2016, its #177 holding.
National Penn Investors Trust first reported a position in Simpson Manufacturing in Q2 2013 and has held it in 9 quarters since.
National Penn Investors Trust's Simpson Manufacturing position peaked at $358K in Q4 2013.
164 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.