SHWM
ANSS

Smith & Howard Wealth Management’s Ansys ANSS Stock Holding History

Smith & Howard Wealth Management’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-573
Closed -$50K – 250
2013
Q3 		$50K Buy
+573
New +$47.8K 0.03% 106

Other funds holding ANSS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Smith & Howard Wealth Management's ANSS Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of Ansys (ANSS) in Q4 2013, closing a stake of 573 shares — an estimated $50K sold.

Smith & Howard Wealth Management first reported a position in ANSS in Q3 2013 and held it in 1 quarter. The position peaked at $50K in Q3 2013. 370 funds tracked by Wall St. Rank hold ANSS as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining Ansys position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 573 Ansys shares in Q4 2013, an estimated $50K.
  • Smith & Howard Wealth Management first reported a position in Ansys in Q3 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Ansys position peaked at $50K in Q3 2013.
  • 370 funds tracked by Wall St. Rank held Ansys as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.