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Simply Money Advisors’s Exponent EXPO Stock Holding History

Simply Money Advisors’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-396
Closed -$6K – 198
2013
Q2 		$6K Buy
+396
New +$5.43K ﹤0.01% 216

Other funds holding EXPO

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Simply Money Advisors sold out of Exponent (EXPO) in Q3 2013, closing a stake of 396 shares — an estimated $6K sold.

Simply Money Advisors first reported a position in EXPO in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 123 funds tracked by Wall St. Rank hold EXPO as of Q3 2013.

  • Simply Money Advisors reported no remaining Exponent position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 396 Exponent shares in Q3 2013, an estimated $6K.
  • Simply Money Advisors first reported a position in Exponent in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Exponent position peaked at $6K in Q2 2013.
  • 123 funds tracked by Wall St. Rank held Exponent as of Q3 2013.

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