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Smith & Howard Wealth Management’s Applied Materials AMAT Stock Holding History

Smith & Howard Wealth Management’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10,185
Closed -$230K – 87
2015
Q1 		$230K Buy
+10,185
New +$244K 0.1% 71

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smith & Howard Wealth Management's AMAT Position: Q2 2015 in Review

Smith & Howard Wealth Management sold out of Applied Materials (AMAT) in Q2 2015, closing a stake of 10,185 shares — an estimated $230K sold.

Smith & Howard Wealth Management first reported a position in AMAT in Q1 2015 and held it in 1 quarter. The position peaked at $230K in Q1 2015. 669 funds tracked by Wall St. Rank hold AMAT as of Q2 2015.

  • Smith & Howard Wealth Management reported no remaining Applied Materials position as of Q2 2015 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 10,185 Applied Materials shares in Q2 2015, an estimated $230K.
  • Smith & Howard Wealth Management first reported a position in Applied Materials in Q1 2015 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Applied Materials position peaked at $230K in Q1 2015.
  • 669 funds tracked by Wall St. Rank held Applied Materials as of Q2 2015.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2015, filed 10 Aug 2015.