SHWM
ARMH

Smith & Howard Wealth Management’s ARM HOLDINGS PLC ADS ARMH Stock Holding History

Smith & Howard Wealth Management’s Portfolio ARMH Stock Details ARMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,105
Closed -$60K – 253
2013
Q4 		$60K Hold
1,105
– – 0.03% 103
2013
Q3 		$53K Hold
1,105
– – 0.03% 103
2013
Q2 		$40K Buy
+1,105
New +$47.6K 0.03% 104

Other funds holding ARMH

Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Smith & Howard Wealth Management sold out of ARM HOLDINGS PLC ADS (ARMH) in Q1 2014, closing a stake of 1,105 shares — an estimated $60K sold.

Smith & Howard Wealth Management first reported a position in ARMH in Q2 2013 and held it in 3 quarters. The position peaked at $60K in Q4 2013. 247 funds tracked by Wall St. Rank hold ARMH as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining ARM HOLDINGS PLC ADS position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,105 ARM HOLDINGS PLC ADS shares in Q1 2014, an estimated $60K.
  • Smith & Howard Wealth Management first reported a position in ARM HOLDINGS PLC ADS in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's ARM HOLDINGS PLC ADS position peaked at $60K in Q4 2013.
  • 247 funds tracked by Wall St. Rank held ARM HOLDINGS PLC ADS as of Q1 2014.

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