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Smith & Howard Wealth Management’s Automatic Data Processing ADP Stock Holding History

Smith & Howard Wealth Management’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-282
Closed -$20K – 45
2013
Q4 		$20K Hold
282
– – 0.01% 164
2013
Q3 		$18K Hold
282
– – 0.01% 165
2013
Q2 		$17K Buy
+282
New +$16.8K 0.01% 142

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Smith & Howard Wealth Management's ADP Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Automatic Data Processing (ADP) in Q1 2014, closing a stake of 282 shares — an estimated $20K sold.

Smith & Howard Wealth Management first reported a position in ADP in Q2 2013 and held it in 3 quarters. The position peaked at $20K in Q4 2013. 1,056 funds tracked by Wall St. Rank hold ADP as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Automatic Data Processing position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 282 Automatic Data Processing shares in Q1 2014, an estimated $20K.
  • Smith & Howard Wealth Management first reported a position in Automatic Data Processing in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Automatic Data Processing position peaked at $20K in Q4 2013.
  • 1,056 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.