Private Wealth Partners’s Sanofi SNY Stock Holding History

Private Wealth Partners’s Portfolio SNY Stock Details SNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-6,840	Closed	-$386K	–	165
2014 Q3	$386K	Hold	6,840	–	–	0.08%	133
2014 Q2	$364K	Hold	6,840	–	–	0.08%	130
2014 Q1	$358K	Buy	6,840 +50	+0.7%	+$2.53K	0.08%	124
2013 Q4	$364K	Buy	6,790 +950	+16%	+$49K	0.08%	140
2013 Q3	$296K	Sell	5,840 -1,000	-15%	-$50.9K	0.07%	145
2013 Q2	$352K	Buy	+6,840	New	+$364K	0.09%	135

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Private Wealth Partners's SNY Position: Q4 2014 in Review

Private Wealth Partners sold out of Sanofi (SNY) in Q4 2014, closing a stake of 6,840 shares — an estimated $386K sold.

Private Wealth Partners first reported a position in SNY in Q2 2013 and held it in 6 quarters. The position peaked at $386K in Q3 2014. 499 funds tracked by Wall St. Rank hold SNY as of Q4 2014.

Private Wealth Partners reported no remaining Sanofi position as of Q4 2014 after selling out during the quarter.
Private Wealth Partners sold 6,840 Sanofi shares in Q4 2014, an estimated $386K.
Private Wealth Partners first reported a position in Sanofi in Q2 2013 and held it in 6 quarters.
Private Wealth Partners's Sanofi position peaked at $386K in Q3 2014.
499 funds tracked by Wall St. Rank held Sanofi as of Q4 2014.

Based on Private Wealth Partners's 13F filing for Q4 2014, filed 23 Jan 2015.