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Simply Money Advisors’s Worthington Enterprises WOR Stock Holding History

Simply Money Advisors’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-487
Closed -$10K – 365
2013
Q2 		$10K Buy
+487
New +$9.85K ﹤0.01% 168

Other funds holding WOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Simply Money Advisors sold out of Worthington Enterprises (WOR) in Q3 2013, closing a stake of 487 shares — an estimated $10K sold.

Simply Money Advisors first reported a position in WOR in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 213 funds tracked by Wall St. Rank hold WOR as of Q3 2013.

  • Simply Money Advisors reported no remaining Worthington Enterprises position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 487 Worthington Enterprises shares in Q3 2013, an estimated $10K.
  • Simply Money Advisors first reported a position in Worthington Enterprises in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Worthington Enterprises position peaked at $10K in Q2 2013.
  • 213 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2013.

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