Simply Money Advisors’s Estee Lauder EL Stock Holding History

Simply Money Advisors’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-300	Closed	-$20K	–	189
2013 Q2	$20K	Buy	+300	New	+$20.5K	﹤0.01%	108

Other funds holding EL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Montag & Caldwell Atlanta, Georgia $457M AUM 20.19% 1-Year Est. Return

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

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simply Money Advisors's EL Position: Q3 2013 in Review

Simply Money Advisors sold out of Estee Lauder (EL) in Q3 2013, closing a stake of 300 shares — an estimated $20K sold.

Simply Money Advisors first reported a position in EL in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 477 funds tracked by Wall St. Rank hold EL as of Q3 2013.

Simply Money Advisors reported no remaining Estee Lauder position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 300 Estee Lauder shares in Q3 2013, an estimated $20K.
Simply Money Advisors first reported a position in Estee Lauder in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Estee Lauder position peaked at $20K in Q2 2013.
477 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.