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Simply Money Advisors’s Steris STE Stock Holding History

Simply Money Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-160
Closed -$7K – 137
2013
Q3 		$7K Hold
160
– – ﹤0.01% 82
2013
Q2 		$7K Buy
+160
New +$6.89K ﹤0.01% 207

Other funds holding STE

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Simply Money Advisors's STE Position: Q4 2013 in Review

Simply Money Advisors sold out of Steris (STE) in Q4 2013, closing a stake of 160 shares — an estimated $7K sold.

Simply Money Advisors first reported a position in STE in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 227 funds tracked by Wall St. Rank hold STE as of Q4 2013.

  • Simply Money Advisors reported no remaining Steris position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 160 Steris shares in Q4 2013, an estimated $7K.
  • Simply Money Advisors first reported a position in Steris in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's Steris position peaked at $7K in Q3 2013.
  • 227 funds tracked by Wall St. Rank held Steris as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.