Smith Group Asset Management’s AIFU Inc AIFU Stock Holding History

Smith Group Asset Management’s Portfolio AIFU Stock Details AIFU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-9	Closed	-$18K	–	440
2013 Q3	$18K	Hold	9	–	–	﹤0.01%	295
2013 Q2	$23K	Buy	+9	New	+$22.7K	﹤0.01%	285

Other funds holding AIFU

Norges Bank Oslo, Norway $935B AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

RGI

River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smith Group Asset Management's AIFU Position: Q4 2013 in Review

Smith Group Asset Management sold out of AIFU Inc (AIFU) in Q4 2013, closing a stake of 9 shares — an estimated $18K sold.

Smith Group Asset Management first reported a position in AIFU in Q2 2013 and held it in 2 quarters. The position peaked at $23K in Q2 2013. 28 funds tracked by Wall St. Rank hold AIFU as of Q4 2013.

Smith Group Asset Management reported no remaining AIFU Inc position as of Q4 2013 after selling out during the quarter.
Smith Group Asset Management sold 9 AIFU Inc shares in Q4 2013, an estimated $18K.
Smith Group Asset Management first reported a position in AIFU Inc in Q2 2013 and held it in 2 quarters.
Smith Group Asset Management's AIFU Inc position peaked at $23K in Q2 2013.
28 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2013.

Based on Smith Group Asset Management's 13F filing for Q4 2013, filed 29 Jan 2014.