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Simply Money Advisors’s Itron ITRI Stock Holding History

Simply Money Advisors’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-91
Closed -$4K – 234
2013
Q2 		$4K Buy
+91
New +$3.88K ﹤0.01% 292

Other funds holding ITRI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

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

Simply Money Advisors sold out of Itron (ITRI) in Q3 2013, closing a stake of 91 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in ITRI in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 225 funds tracked by Wall St. Rank hold ITRI as of Q3 2013.

  • Simply Money Advisors reported no remaining Itron position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 91 Itron shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in Itron in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Itron position peaked at $4K in Q2 2013.
  • 225 funds tracked by Wall St. Rank held Itron as of Q3 2013.

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